Overview

• The updated estimate puts the mass‑production hinge ASP at $70–$80 versus prior expectations of $100–$120, according to TF Securities analyst Ming‑Chi Kuo.
• Foxconn and Shin Zu Shing’s joint venture is expected to handle about 65% of hinge orders, with Amphenol supplying roughly 35%.
• Kuo attributes the decline to assembly design optimization and Foxconn’s scale in production rather than raw‑material savings.
• Luxshare‑ICT is flagged as a potential additional hinge supplier after 2027, which could pressure costs further if it joins.
• Reporting points to test production in Taiwan and a shift to large‑scale manufacturing in India ahead of a targeted 2026 launch, which remains unconfirmed by Apple.