X @郭明錤 (Ming-Chi Kuo)

Production & Timeline - Hon Hai (Foxconn) is expected to officially start the project for the foldable iPhone at the end of 3Q25 or the beginning of 4Q25 [1] - Many component specifications, including the hinge, are yet to be finalized [1] - Mass production of the foldable iPhone is projected to begin in 2H26 [1] Display & Capacity - Samsung Display (SDC) is anticipated to establish a production capacity of approximately 7-8 million units of foldable screens annually for the foldable iPhone [1] - The actual screen shipments for the foldable iPhone in 2026 are expected to be lower than the annual production capacity due to limited production time [1] Order Volume & Market Expectations - Recent market rumors of Apple placing orders for 15-20 million units of foldable iPhones refer to the total order volume over a product lifecycle of 2-3 years, not the 2026 shipment volume [1] - The foldable iPhone model is expected to have annual shipments in the millions in 2027 and 2028, potentially due to its high price [1] Caveats - All details are subject to change before the official project commencement [1]