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![rwang07 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::833295407182516224.png) Ray Wang [@rwang07](/creator/twitter/rwang07) on x 14.1K followers
Created: 2025-07-07 10:57:02 UTC

My understanding is Hon Hai has exclusive orders for $AAPL's foldable phone business (without surprise, most production will from China/India). 

This should be the upside risks for Hon Hai coming in 2026.

$AAPL's push for foldable phone could potential incentives new phone replacement cycle coming in 2026, as long as likely improve overall sentiment on foldable phone offered by other brands in the medium term.

Other key supplier for $AAPL's foldable phone you should watch: 

1) 3D-printed titanium alloy: Shin Zu Shing (Lingyi iTech could be another player but unconfirmed for now)

2) Small component like liquid metal: Shanghai Future High-tech

3) Metal mid-frame (aluminum-titanium alloy): Jingke Technology.

4) Liquid metal for rotation shaft material: Amphenol

I will leave it here. Thermal, corner, and other component will leave it for another day.


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1942176022016745855/c:line.svg)

**Related Topics**
[iphone](/topic/iphone)
[Sentiment](/topic/sentiment)
[$aapls](/topic/$aapls)
[hon hai](/topic/hon-hai)

[Post Link](https://x.com/rwang07/status/1942176022016745855)