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in postLONG
“The Apple foldable iPhone uses a foldable organic light emitting diode (OLED) panel supplied by Samsung Display”
@jukan05
Samsung Display is the sole named foldable OLED supplier for the iPhone; Apple approval confirmed and module-stage mass production prep complete.
SMSNLONGIDEA · NOT YET PRICED
“Apple will begin mass production of its first foldable iPhone from late July.”
@jukan05
Foldable iPhone mass production confirmed for late July; September launch on track, a new product category unlocking for AAPL.
AAPLLONG@ $294.56
$304.77+3.47%
since call Jun 24
peak +17.0%
“The hinge for the foldable iPhone is supplied by Taiwan's Shin Zu Shing and the United States' Amphenol.”
@jukan05
Amphenol named as direct hinge module supplier for the foldable iPhone; confirmed win into mass production is a hard revenue catalyst.
APHLONG@ $156.51
$162.51+3.83%
since call Jun 24
peak +4.5%
TIMESTAMPS
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