Overview

• Ming‑Chi Kuo reports the hinge’s average selling price at mass production is estimated at $70–$80, down from prior expectations of $100–$120.
• Foxconn and Shin Zu Shing are slated to handle about 65% of hinge orders, with Amphenol supplying roughly 35%, reflecting tighter vertical integration.
• Kuo attributes the lower cost to assembly design optimization and Foxconn’s manufacturing scale rather than cheaper materials.
• The first foldable iPhone is widely expected in late 2026, though Apple has not confirmed the device, and timing still depends on validation and production ramp performance.
• Luxshare could join as an additional hinge supplier after 2027, and Samsung Display’s earlier capacity signal for a North American client supports industry expectations of a 2026 rollout.