Apple(US:AAPL) Xuan Gu Bao·2025-11-04 15:07Group 1 - Apple is expected to launch a foldable iPhone next year, with a starting price not exceeding 16,000 yuan, aligning with the pricing of Huawei's Mate X6 [1] - The foldable iPhone will feature an external screen of approximately 5.5 inches and an internal screen of about 7.8 inches, emphasizing "almost no crease" on the inner display [1] - Analyst Guo Mingqi predicts that the shipment volume of the foldable iPhone will reach 8-10 million units by 2026 and could grow to 25 million units by 2027 [1] Group 2 - TrendForce forecasts that if Apple officially enters the foldable smartphone market in 2026, the interest and acceptance of high-end consumers towards foldable products are expected to increase rapidly [1] - The foldable iPhone is currently in the critical verification phase before mass production (NPI P2), with the supply chain locking window closing [1] - Key flexible components for the foldable iPhone include hinges/precision structural parts (centered on MIM) and ultra-thin flexible glass (UTG) along with their bonding equipment, indicating significant expected differences in supply chain dynamics [1] Group 3 - Lian De Equipment has widely applied its flexible AMOLED bonding equipment in the mass production of foldable screens for well-known domestic and international smartphone brands [2] - The company maintains good cooperative relationships with various renowned smartphone manufacturers and continues to engage in in-depth collaboration on the innovative applications of flexible screens [2] - Tonglian Precision has successfully entered the supply chains of leading domestic and international smartphone brands, providing precision components related to hinges, including support parts, movable rods, positioning blocks, and axle covers [2]