Analyst Guo Ming-Chi from TF International Securities reported that Fine M-Tec announced a significant investment of approximately 17.5 billion Korean won. This investment aims to expand production capabilities in response to the growing foldable device market and increased demand for laser precision technology. The investment period spans from July 2025 to January 2027.
The investment aligns with predictions that Apple's foldable iPhone will utilize laser drilling technology to produce display metal plates, as Apple seeks higher standards for a crease-free experience. Samsung plans to release its new foldable phone, Galaxy Z Fold 8, in the latter half of 2026, also adopting these high-priced laser-drilled display metal plates to compete with Apple's foldable phone. Fine M-Tec is the exclusive supplier for these components, transitioning from being a major supplier for the Fold 7 model.
This strategic move is intended to meet Samsung's demands, significantly increasing the average selling price (ASP) and profitability of Fine M-Tec's products supplied to Samsung by 2026. Further investments related to the foldable iPhone from Fine M-Tec are anticipated in future announcements.
