Apple Inc. AAPL might use Samsung Electronics Co. SSNLF Show’s crease-free display expertise for its upcoming foldable iPhone.
What Occurred: In a put up shared on Tuesday, Ming-Chi Kuo, an analyst at TF Securities, mentioned Apple will undertake Samsung Show’s (SDC) crease-free answer “to make sure secure mass manufacturing” of its first foldable iPhone, fairly than counting on an in-house design.
The choice is about to learn Samsung-aligned suppliers, significantly Positive M-Tec, which is able to provide show metallic plates—inner hinge parts essential to decreasing display creases throughout folding.
Crease-free sturdiness is a key problem in foldable telephones.
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“Positive M-Tec is predicted to start transport show metallic plates in 1Q26,” Kuo mentioned, with projected volumes reaching 13–15 million items in 2026.
The plates, priced at $30–$35 every, use laser drilling to reinforce stress distribution and crease resistance—way more superior than conventional etching, in accordance with Kuo.
Positive M-Tec, already a high provider for Samsung’s foldables, is poised to seize over 80% of Apple’s metallic plate orders.
Why It is Vital: Beforehand, Kuo mentioned that he expects Apple’s first foldable iPhone to be priced between $2,000 and $2,500. He additionally famous that Contact ID will doubtless return on the aspect button since Face ID could also be dropped on account of design and area limitations.
Trending Funding Alternatives
Earlier this month, it was reported that China’s smartphone market is projected to rebound strongly within the second quarter of 2025, led by Huawei Applied sciences and Apple.
Huawei is on observe for the best development and should reclaim the highest spot. Apple’s gross sales rose in Could due to early reductions on the iPhone 16 lineup, serving to it safe the highest place through the 618 purchasing pageant, with three iPhone fashions rating among the many finest sellers.
Within the second quarter, Apple’s iPhone income reached $46.84 billion, up from $45.96 billion throughout the identical interval final yr.
Value Motion: AAPL shares dipped 0.029% in after-hours buying and selling, following a 1.20% decline through the common session, in accordance with Benzinga Professional knowledge.
Benzinga’s Edge Inventory Rankings point out that AAPL maintains an upward pattern within the brief time period however reveals a downward pattern over the medium and long run. The inventory’s high quality rating stays strong, though its worth ranking is comparatively decrease. Extra detailed efficiency insights can be found right here.
Photograph Courtesy: Prathmesh T on Shutterstock.com
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Disclaimer: This content material was partially produced with the assistance of AI instruments and was reviewed and revealed by Benzinga editors.
