Group 1 - UBS's latest research indicates that Apple's first foldable iPhone, the iPhone Fold, is expected to launch in the second half of 2026 [1] - The anticipated price range for the iPhone Fold is between $2000 and $2400, but UBS suggests that if Apple can control the bill of materials (BOM) costs, the average selling price could drop to around $2000, directly competing with Samsung's Galaxy Z Fold7 [1] - A survey conducted by UBS in Q2 2025 revealed that while 18% of iPhone users are willing to pay over $2000 for a foldable model, 60% believe the average price needs to be reduced to the $1500 to $1700 range to stimulate demand [1] Group 2 - Apple's long-established supply chain management system is expected to play a crucial role in its success with the iPhone Fold [2] - As foldable technology matures and the average price of flip models naturally declines, Apple is likely to leverage economies of scale to further reduce costs, creating room for future product iterations [2] - UBS has identified key supply chain partners that may benefit from the mass production of the iPhone Fold, including Lens Technology, Samsung Electronics, LG Display, and Hon Hai Precision, highlighting their technological barriers and capacity alignment as essential for Apple's cost control objectives [2]