Overview

• TF Securities analyst Ming‑Chi Kuo now pegs the hinge’s average selling price at $70–$80 at mass production, below prior expectations of $100–$120.
• Kuo says a Foxconn–Shin Zu Shing joint venture is positioned to supply roughly 65% of hinge orders, with Amphenol at about 35%.
• He attributes the cost drop to optimized assembly processes and Foxconn’s scale rather than cheaper raw materials.
• The reduced hinge cost could either support stronger margins or enable a more aggressive price for Apple’s rumored first foldable iPhone.
• Reports point to a 2026 launch window with test production in Taiwan before a ramp in India, while Luxshare‑ICT may join as a hinge supplier after 2027.