Core Insights - The article discusses the anticipated growth of the foldable smartphone market, driven by Apple's expected entry in the second half of 2026, which is projected to increase the penetration rate from 1.6% in 2025 to over 3% by 2027 [2] Group 1: Foldable Smartphone Market Trends - TrendForce forecasts that the global foldable smartphone hinge market will reach a value of $1.2 billion by 2025, with hinges currently accounting for approximately 5% to 8% of the bill of materials (BOM) cost per device [3] - Samsung has adopted a droplet-type hinge design in its Galaxy Z Fold 5 and Flip series starting in 2023, which improves folding flatness and durability while reducing the visibility of creases, becoming a mainstream design in the industry [3] - The industry is accelerating the push towards modular designs and standardization to reduce costs and improve yield rates, which will enhance overall assembly efficiency and optimize the profit structure of the supply chain [3] Group 2: Apple's Potential Impact - Apple is considering the use of liquid metal as a structural material for its foldable devices, aiming to leverage its properties for lightweight and high toughness, which could lead to a comprehensive upgrade of the high-end structural component supply chain [4] - Historically, Apple has preferred to enter markets once they stabilize, employing an "early majority" strategy to capture market share quickly while minimizing risks and R&D costs [4] - The entry of Apple into the foldable smartphone market signifies a maturation of the technology, shifting the core competition towards manufacturing efficiency, cost control, and supply chain integration [4]