Zhi Tong Cai Jing·2025-08-19 05:49Group 1 - The core viewpoint is that the introduction of foldable products by Apple in the second half of 2026 is expected to increase the penetration rate of foldable phones from 1.6% in 2025 to over 3% by 2027, driven by advancements in hinge technology and design [1] - The foldable phone hinge market is projected to reach a value of $1.2 billion by 2025, with Samsung adopting a water-drop hinge design in its Galaxy Z Fold5 and Flip series to enhance durability and reduce crease visibility [2] - The industry is moving towards modular designs and standardization to reduce costs and improve yield rates, with suppliers like New Power and Amphenol investing in high-precision components to adapt to the water-drop hinge trend [2] Group 2 - Apple is considering the use of liquid metal as a structural material for its foldable devices, which could lead to a significant upgrade in the supply chain if combined with 3D printing and composite materials [3] - Apple typically adopts an "early majority" strategy, entering the foldable phone market once it stabilizes, aiming to capture market share through differentiation while minimizing risks and R&D costs [3] - The entry of Apple into the foldable phone market signifies a shift towards mature applications, where competition will focus on manufacturing efficiency, cost control, and supply chain integration [3]