Based on the most recent report from Guo Mingji, an analyst with TF International Securities, there's a possibility that Luxshare Precision will step in as Apple's fresh supplier of bearings (hinges) for foldable iPhones by as early as 2027. At present, the projected cost for mass - producing the hinge of foldable iPhones stands at between $70 and $80. This figure is notably lower than the earlier estimate, which ranged from $100 to $120. The potential of Luxshare Precision as a supplier points to two likely trends. Firstly, there might still be scope for the unit price of bearings to drop further in the coming years. Secondly, bearings are set to emerge as a new battleground for competition among system assembly plants.
