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Investing.com -- Apple (NASDAQ:AAPL) is expected to adopt Samsung (KS:005930) Display’s crease-free display solution for its foldable iPhone set to enter mass production in the second half of 2026, according to TF International Securities analyst Ming-Chi Kuo.
The tech giant will use Samsung’s solution rather than developing its own design to ensure stable mass production. This decision will benefit suppliers aligned with Samsung Display, with Fine M-Tec emerging as the primary beneficiary.
Fine M-Tec, which supplies display metal plates (also known as internal hinges), is projected to begin shipping components for the foldable iPhone in the first quarter of 2026. These metal plates, priced between $30-35 per unit, are a key element in creating crease-free displays by distributing and controlling bending stress during folding.
The company is expected to ship 13-15 million units in 2026, with an estimated 80% or higher supply share. The shipment volume exceeds final product assembly requirements due to yield losses and repair stock needs.
To meet Apple’s strict crease-free requirements, Fine M-Tec will implement laser drilling technology to create microstructures that better guide stress distribution. This advanced technique supports higher average selling prices compared to the etching process currently used in Samsung’s metal plates ($30-35 versus approximately $20).
Fine M-Tec is also benefiting from Samsung’s own foldable phone business. Samsung’s upcoming Z Fold 7 and Z Flip 7 models are projected to ship around 7 million units in 2025, representing roughly 40% year-over-year growth compared to 2024 models.
The company plans to expand its production capacity in Vietnam to meet demand for Apple’s foldable iPhone components, according to Kuo.
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