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苹果折叠屏iPhone:铰链成本低于预期,立讯有望2027入局
Sou Hu Cai Jing· 2025-10-13 02:45
Core Insights - The cost of the foldable iPhone hinge is expected to be between $70 and $80, significantly lower than the previous market estimates of $100 to $120, providing Apple with greater pricing flexibility and maintaining profit margins for its flagship product [1][2] Group 1 - The joint venture between Foxconn and New Nikkei is responsible for the majority of hinge unit production, holding an estimated combined market share of about 65%, while Amphenol supplies the remaining 35% [1][2] - Luxshare Precision is projected to potentially join as a new hinge supplier by 2027 [1][2]