GuShiio.com According to market news, Apple plans to determine the final supply chain for the folding-screen iPhone by April this year, and expects to start mass production of related components in the second half of this year. The phone is expected to be released in the second half of 2026.
According to market news, Apple plans to determine the final supply chain for the folding-screen iPhone by April this year, and expects to start mass production of related components in the second half of this year. The phone is expected to be released in the second half of 2026.
Since the advent of folding-screen mobile phones in 2019, the growth rate of the China market has exceeded 100% for four consecutive years. Institutions estimate that global shipments of folding-screen mobile phones will remain at around 20 million units in 2025 and may reach 70 million units in 2029. Li Zhe of Minsheng Securities pointed out that the launch of Apple’s folding-screen mobile phone will 1) drive demand for production equipment and automation equipment. Due to the large changes in hardware size and other properties, the replacement of related auxiliary production parts will accelerate, and relevant manufacturers of clamping tools, automation equipment, and testing equipment are expected to benefit. 2) Increasing orders for related products from specific hardware/component manufacturers, and clear demands for hinges and screens with high-performance requirements. Considering Apple’s shipment size, the revenue gain that can be brought is also considerable.
According to the Cailian theme library, among the relevant listed companies:
Dafu technologyIt is a long-term supplier to Xiaomi, Huawei, and Apple. Its subsidiary Dafu Fangyuan is deeply involved in the research and development and technology of metal materials, and is the main supplier of core components for folding screen mobile phone shafts.
LingyizaoIt is one of the first companies to enter Apple’s supply chain in the mainland of China. As a key part of the screen support plate, the company’s carbon fiber structural parts have high strength, low density, good modulus, and both excellent electrical conduction and heat dissipation characteristics. It is gradually replacing stainless steel materials to enter the folding mobile phone industry.
Related stocksLingyizao-3.93%Dafu technology-3.26%
