Core Insights - Apple plans to launch a foldable iPhone using Samsung Display's no-fold display solution, aiming for stable mass production in the second half of 2026 [1][3] - Apple has abandoned its own design for the foldable iPhone and will collaborate with Fine M-Tec for internal hinges, which are also used in Samsung's latest foldable devices [3][5] - The expected supply of hinges from Fine M-Tec is projected to start in Q1 2026, with a unit price of $30-35, and total shipments estimated between 13-15 million units [5] Cost and Pricing Analysis - The BOM (Bill of Materials) cost for Apple's foldable iPhone is estimated at $759, approximately 4% lower than Samsung's Z Fold SE [8] - Initial pricing for the iPhone Fold is anticipated to be between $1800 and $2000, with a profit margin of 53%-58%, which is higher than the iPhone 16 series [8] - Initial production capacity is expected to be limited to 10-15 million units, reflecting the technical complexity and high price point of foldable devices [8] Supply Chain and Component Suppliers - Samsung Display is expected to be the main supplier of 7-inch foldable OLED panels, with an annual production capacity of up to 15 million units [9] - The device may feature a titanium shell and liquid metal hinge, benefiting suppliers like Lens Technology, Amphenol, and Hon Hai [9] - Foxconn is anticipated to handle initial assembly, with Luxshare Precision as a secondary partner, showcasing Apple's established manufacturing ecosystem [9] Market Impact - The launch of the foldable iPhone is expected to boost market sentiment and stock prices for Apple, positively impacting its supply chain [8][11] - The anticipation surrounding the foldable iPhone reflects significant interest in how it will reshape the foldable smartphone market and contribute to Apple's product legacy [11]