Supply chain company: Key components of Apple's first foldable screen iPhone have been provided as samples.
According to sources from the supply chain company, Apple has provided suppliers with a shipping target guideline to launch the first foldable screen smartphone in the second half of 2026, which is a "large foldable screen iPhone." The supply chain company is a supplier of multiple components for Apple phones. The supply chain company stated that they hope to become a key component supplier for the foldable screen iPhone, and relevant components have been sent for testing recently. However, in order to receive incremental business orders for key components of the foldable screen iPhone, they still need to pass Apple's factory inspection. It is expected that once Apple completes the selection of suppliers for the foldable screen iPhone, they will enter the NPI process. An industry insider analyzed that Apple has a large customer base for its smartphones, and it is expected that there will be a large market demand for Apple's foldable screen iPhone, but sales will depend on the final pricing.
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