Apple's Foldable iPhone Predicted to Cost Over $2,000, Feature Titanium Design [Kuo]

Apple's long-rumored foldable iPhone is coming into sharper focus, thanks to fresh insights from TF International Securities analyst Ming-Chi Kuo. In a recent post on X and an accompanying blog update, Kuo outlines the device's expected pricing, specifications, and production details, offering a compelling preview of what could be Apple's next big leap in smartphone design.According to Kuo's latest industry survey shared on X, Bright Laser Technologies (BLT) could play a pivotal role by supplying critical components—the hinge cover and middle frame, both crafted from titanium alloy. The hinge cover is notably thin, while the middle frame involves intricate hollow-out designs, both requiring advanced 3D printing technology.Currently, BLT's combined unit price for these titanium components is between 800-900 RMB, with expected reductions to 400-600 RMB as mass production and yields improve. Kuo estimates that if Apple reaches its target shipment of 20 million foldable iPhones by 2027, with BLT supplying roughly 80% of these components, BLT could earn approximately 8 billion RMB, significantly increasing from its 2024 revenue of about 1.2 billion RMB.Continue ReadingSpotlight Deal:Apple M4 Mac Mini on Sale for $529 [Lowest Price Ever]Share Article:Facebook, Twitter, LinkedIn, Reddit, EmailFollow iClarified:Facebook, Twitter, LinkedIn, Newsletter, App Store, YouTube

Mar 6, 2025 - 17:26

Apple's Foldable iPhone Predicted to Cost Over $2,000, Feature Titanium Design [Kuo]

Apple's long-rumored foldable iPhone is coming into sharper focus, thanks to fresh insights from TF International Securities analyst Ming-Chi Kuo. In a recent post on X and an accompanying blog update, Kuo outlines the device's expected pricing, specifications, and production details, offering a compelling preview of what could be Apple's next big leap in smartphone design.

According to Kuo's latest industry survey shared on X, Bright Laser Technologies (BLT) could play a pivotal role by supplying critical components—the hinge cover and middle frame, both crafted from titanium alloy. The hinge cover is notably thin, while the middle frame involves intricate hollow-out designs, both requiring advanced 3D printing technology.

Currently, BLT's combined unit price for these titanium components is between 800-900 RMB, with expected reductions to 400-600 RMB as mass production and yields improve. Kuo estimates that if Apple reaches its target shipment of 20 million foldable iPhones by 2027, with BLT supplying roughly 80% of these components, BLT could earn approximately 8 billion RMB, significantly increasing from its 2024 revenue of about 1.2 billion RMB.

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