Overview
- Analyst Ming-Chi Kuo now expects the hinge’s mass-production ASP to be about $70–$80, below prior $100–$120 estimates.
- Foxconn and Shin Zu Shing’s joint venture is slated to handle roughly 65% of hinge orders, with Amphenol supplying about 35%.
- Kuo attributes the savings to assembly design optimization and Foxconn’s production scale rather than cheaper materials.
- The foldable iPhone is widely reported to be tracking toward mass production and a launch window in late 2026, though Apple has not confirmed specifications or pricing.
- Kuo adds that Luxshare-ICT could join as an additional hinge supplier after 2027, potentially boosting capacity and pressuring costs further.