UBS reveals Apple's (AAPL.US) folding screen: iPhoneFold to debut in 2026, with supply chain cost optimization becoming crucial.

date
15/07/2025
Zhtng Cijng APP huxn, ru yn zuxn ynji bogo zhch, pnggu gngs (AAPL.US) shu kun k zhfld iPhone Fold yuwng y 2026 nin xibn nin zhngsh tuch. Jngun shchng pbin yq gi chnpn xioji jing ji y 2000 zh 2400 miyun qjin, dn ru yn tnggu gngynglin fnx fxin, rgu pnggu zi wlio qngdn (BOM) chngbn kngzh shng qd tp, shj pngjn xioji knng xi tn zh 2000 miyun shupng, y sngxng bnyu fb de Galaxy Z Fold7 dngji xngchng zhji jngzhng. According to Zhtng Cijng APP, the latest research report from UBS points out that Apple's first foldable iPhone Fold is expected to be officially launched in the second half of 2026. Although the market generally expects the price of this product to range from $2000 to $2400, UBS's analysis of the supply chain found that if Apple achieves a breakthrough in bill of materials (BOM) cost control, the actual average selling price may drop to the $2000 level, directly competing with the pricing of Samsung's newly released Galaxy Z Fold7 this month.