Analyst Ming-Chi Kuo reports that Foxconn will begin the foldable iPhone project in late Q3 or early Q4 of this year, with mass production expected in 2026. Samsung Display is preparing annual production capacity for 7-8 million foldable panels for the device's 7.8-inch inner display, a component with finalized specifications designed to avoid a visible crease; however, specifications for other key components, including the hinge, remain unfinalized.
Analyst Ming-Chi Kuo indicates Apple's (AAPL) foldable iPhone project is advancing, with assembly partner Foxconn anticipated to commence preliminary work in late Q3 or early Q4 of the current year. However, mass production is not projected until 2026, aligning with a rumored late 2026 device launch. A key finalized component is the display, to be supplied by Samsung Display, which is reportedly establishing an annual production capacity for 7-8 million foldable panels specifically for the 2026 iPhone. This display, reportedly a 7.8-inch inner screen complemented by a 5.5-inch outer screen, is engineered to eliminate the visible crease common in existing foldable devices. Despite this progress, crucial specifications for other components, notably the stainless steel and titanium alloy hinge, remain unfinalized, even as it garners significant market interest. The device is also expected to measure approximately 4.5mm when unfolded and 9.5mm when folded. The overall sentiment surrounding this development is mildly positive, though the information remains speculative given the extended timeline and unconfirmed details for several key parts.
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mildly positive
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0.25
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