Investment firm UBS recently issued a note to its clients IPhone fold. According to UBS, Apple will release a book -style foldable next year in the style of the Samsung Galaxy Z Fold Line. An analysis by the Swiss company shows that Apple’s Bill of Material (BOM) for Foldable iPhone can be $ 759, which Samsung has paid for parts for the construction of the Galaxy Z Fold SE (90 790). In the Securities House, Apple sees its first foldable production from 10 million to 15 million units. Although Apple has been asked to cost its first foldable price between $ 2,000 and 4 2,400 in the initial estimate, UBS says Apple’s discipline on costs can cost 1,800- $ 2,000. It will still make it the most expensive iPhone ever. The contribution margin is predicted that it is in the limit of 53 % -58 %, which is similar to the same margin on Samsung’s foldables and the iPhone is leading the margin of partnership on the 16 line. The report to the UBS clients confirms that the Samsung display will be the main supplier for a 7 -inch internal OLED screen. IPhone fold. It is expected that as Apple begins to increase its foldable phone output, the LG display will also receive some orders from the Tech Dev. Suppliers for parts such as foldable titanium casing and its liquid metal constipation will include companies such as lens technology, amphenol, and hun high (Foxin).
Speaking of Hun Hi (Foxkin), UBS says it will be its core deposit IPhone foldWith a lux share as a secondary collector.
UBS believes that with a long wait in the Foldable Smartphone market, the admission medium will accelerate the adaptation of smartphones, tablets and foldable devices in the notebook. Investment firm analysts also say that Apple’s late foldables arriving can be really positive for it. The supply chain for foldable is now solid, and this technology has been improved. Not only does this mean that Apple has the ability to make more modern foldables, but it may be able to do a lower price than you expect.
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