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Apple may launch a foldable iPhone in 2026. Folding screens are expected to become the main direction for mobile phone hardware upgrades.

2024-07-24

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According to people familiar with the matter, Apple is studying the production of a foldable iPhone, which may be launched as early as 2026. In recent months, Apple has been contacting Asian suppliers to discuss the production of related accessories. It is reported that the appearance of this phone will be similar to the Galaxy Z Flip released by Samsung in 2020. However, it is common for Apple to cancel projects in the R&D stage. It is not yet certain whether a foldable phone will be launched, but if it is really launched, it will be one of the biggest hardware design reforms in the history of the iPhone.

Recently, a number of consumer electronics giants have repeatedly increased their investment in foldable screen mobile phones. According to media reports, Samsung Electronics has begun to develop foldable mobile phones with a thickness of 7-8mm. The industry expects Samsung to launch a model with a thickness of about 10mm in the second half of this year, and will launch thinner models every year thereafter. Huafu Securities said that looking forward to the future, AI big model empowerment may further unleash folding creativity. Foldable screen mobile phones are expected to become the terminal form with the greatest chance of benefiting from the AI ​​wave in the field of smartphones with their large screen display, multi-application split screen, multi-tasking and other functions.

According to the Cailianshe theme database, among the relevant listed companies:

Changying PrecisionThe company has developed a foldable mobile phone structural module, has obtained Apple's global supplier qualification, and has already started mass production of its products.

Tonglian PrecisionIt mainly deals in MIM precision metal parts, and its customers include well-known domestic and foreign consumer electronics brands and their EMS manufacturers such as Apple, Honor, Amazon, DJI, and Anker Innovations.