On May 10th, it was learned from a supply chain company that Apple has provided suppliers with a shipping target guidance of launching the first foldable screen phone in the second half of 2026, which is a “large foldable screen iPhone”. This supply chain company is a supplier of multiple components for Apple phones. The supply chain company stated that it hopes to be included in the list of key component suppliers for foldable iPhone, and the relevant components have been sent for sample testing recently; But in order to obtain incremental business orders for key components of foldable iPhone, it still needs to go through Apple’s factory audit. It is expected that Apple will enter the NPI (New Product Import) process after completing the supplier selection for the foldable screen iPhone. An industry chain insider analyzed that Apple has a large customer base for smartphones, and it is expected that there will be a high demand for Apple’s foldable screen iPhone market, but sales will depend on the final pricing. (Zhongzheng Taurus)
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