Apple Plans 2026 Launch of iPhone Fold, Boosting Suppliers

Apple is reportedly planning to release its first foldable iPhone, the iPhone Fold, in the second half of 2026. The device is expected to start at a price of 1800 dollars, reflecting the high cost and technical complexity of foldable screen technology. The initial production volume is anticipated to be between 10 million and 15 million units, indicating the challenges in scaling up production for such advanced devices.

To ensure timely production, Apple is set to adopt a foldable display design from Samsung Display (SDC) rather than developing its own solution. This decision will benefit suppliers closely tied to SDC, particularly Fine M-Tec, which is a key supplier of metal plates for SDC displays. Fine M-Tec is expected to start shipping these metal plates for the foldable iPhone in the first quarter of 2026, with an estimated output of 13 million to 15 million units, accounting for over 80% of the supply. The high technical barrier for this component results in a significantly higher price compared to traditional products.

In terms of display panels, Samsung Display is likely to be the primary supplier for the 7-inch foldable OLED panels, with an annual production capacity of 15 million units. LG Display may also be considered as an alternative supplier to diversify the supply chain. For the outer shell and hinge, Apple is expected to use a titanium metal shell and liquid metal hinge. Suppliers such as Luxshare Precision, Anfei, and Foxconn are poised to benefit from the higher material cost share. Foxconn is expected to handle the initial assembly, with Luxshare Precision as a secondary partner, demonstrating Apple's strategy of leveraging its existing manufacturing ecosystem.

The introduction of the foldable iPhone is expected to have a positive ripple effect across the supply chain, potentially boosting the performance of companies involved in the production process. However, the global foldable smartphone market is currently showing signs of fatigue, with growth slowing down and a projected decline in 2025. High prices and concerns about durability and usability continue to limit mainstream market acceptance. Samsung maintains its leadership in this niche market with the most comprehensive range of foldable products. Other brands, including OPPO, OnePlus, Google, Motorola, Honor, and Vivo, have also introduced unique foldable designs, with more brands launching "Fan Edition" and entry-level foldable products to expand market reach.