Apple is set to embark on the mass production of its inaugural foldable iPhone in late July, anticipated to be christened as the iPhone Ultra. This model is slated for release in tandem with the iPhone 18 Pro series in September. This strategic move signifies a monumental leap in form factor innovation within the consumer electronics realm, resonating with the high-end smartphone market's quest for fresh growth opportunities.

From a supply chain perspective, Apple's foray will propel the foldable display supply chain from a landscape of fragmented competition to one of concentration among industry leaders. This transition will elevate technical benchmarks, particularly in areas such as hinge durability, screen crease mitigation, and UTG (Ultra-Thin Glass) material performance.

On the production front, the utilization of MIM (Metal Injection Molding) technology in crafting high-precision hinges, along with the structural refinement of flexible OLED panel display modules, will be key focal points. Apple's brand premium enables it to absorb the high bill-of-materials (BOM) costs, thereby motivating supply chain companies to amplify their R&D investments and enhance yield rates.

Looking ahead, the latter half of 2026 will emerge as a pivotal period for the accelerated adoption of foldable technology. Industry competition will hinge on refining software ecosystems and interactive experiences, spurring growth in volume and pricing across upstream and downstream materials and equipment sectors.

IDC predicts that by 2029, the compound annual growth rate of foldable smartphones will soar to around 17%, vastly outpacing the less than 1% growth trajectory of traditional smartphones, and capturing over 10% of the total smartphone market value.

In the A-share market, segments such as hinges, panels, cover glass, and module assembly within the foldable supply chain are poised to reap substantial benefits. Apple's stringent standards will incentivize leading companies boasting robust technical reserves and precision manufacturing prowess to secure a larger market share. Industry concentration is expected to intensify further, directly favoring leading enterprises endowed with core component supply capabilities.