Industry Trend - The foldable iPhone's hinge component's unit price is significantly lower than expected, which is beneficial for Apple [1] - Changes in suppliers are beneficial for Foxconn (鴻海) [1] - Luxshare (立訊) is a potential supplier [1] Company Impact - The contribution of Shin Zu Shing (新日興) and Amphenol needs to be re-evaluated [1]