Apple plans to launch its first foldable iPhone in the second half of 2026, utilizing Samsung Display's (SDC) crease-free design. This strategic decision aims to ensure mass production readiness and significantly benefits Fine M-Tec, the metal plate supplier for SDC displays. UBS predicts the initial price range for the foldable iPhone will be between $1,800 and $2,000, with an initial production volume of 10-15 million units, highlighting the technical challenges and high pricing of foldable devices.
Fine M-Tec is expected to supply display metal plates starting in early 2026, with a price of $30-35 per unit, substantially higher than traditional products. Samsung Display is anticipated to be the primary supplier of 7-inch foldable OLED panels, with LG Display as a potential secondary source. UBS also suggests Apple might use titanium casings and liquid metal hinges, benefiting suppliers like Amphenol and Foxconn.
Fine M-Tec's stock surged nearly 30% on the KOSDAQ market due to investor excitement over the foldable iPhone. Analysts from Merrill Lynch rated Fine M-Tec as a "buy," anticipating a positive impact on the entire supply chain, including companies like Amphenol, Samsung SDI, and others.
