韩国新闻媒体Chosun Biz报道，三星显示公司总裁李清（Lee Cheong，音译）日前证实，这家亚洲科技 公司将为一家"北美客户"生产折叠面板。 各界普遍认为，三星是苹果折叠式iPhone显示器的供应商，预计这款手机将采用超薄玻璃。本月稍早的 报道说，苹果正考虑在台湾试产折叠式iPhone，并且接洽了多家供应商。 有些分析师表示，今年推出的iPhone Air正在为预定2026年发布的折叠式iPhone奠基。三星和苹果并未 立即回应媒体的置评请求。 李清在第16届"显示日"纪念活动前夕做上述表示。他并指出，三星正在加速其第8.6代IT OLED显示器的 量产计划，而政府的税务奖励政策应有助于显示器产业的发展。 李清还说，该公司的重要客户在下半年发布其旗舰新产品，将有助于三星今年下半年的业绩。三星和苹 果在智能手机市场激烈竞争，传统上都会选在下半年发布自家新款手机。 ...

Core Insights - Apple is considering establishing a testing production line for a foldable iPhone in Taiwan, with plans for mass production in India by 2026, aiming to mitigate geopolitical risks [1] - The company targets a 10% growth in total iPhone shipments by 2026, believing that the introduction of the foldable model will help achieve this goal [1] - The strategy of testing in Taiwan and producing in India is expected to alleviate geopolitical risks and logistical challenges [1] Group 1 - Apple aims to utilize its suppliers' engineering resources in Taiwan to create a mini experimental production line for validating and fine-tuning the foldable iPhone manufacturing process [1] - Once the production process is confirmed, Apple plans to replicate it in India for mass production, which will shorten the learning curve for launching the foldable iPhone [1] - The company has communicated to several suppliers that the launch of the foldable iPhone is expected to drive overall iPhone demand, making its successful production increasingly important for achieving next year's targets [2] Group 2 - Apple suppliers have identified a piece of land in northern Taiwan for the testing line, although the plan is not yet finalized [1] - Challenges such as limited land and labor in Taiwan are noted, with approximately 1,000 operators needed even for the experimental line [1]