Kuo Ming-chi: Apple's foldable iPhone hinge will extensively use liquid metal material
March 21 news, analyst Ming-Chi Kuo posted today,Apple has decided to extensively use liquid metal materials in the critical component — the bearing (hinge) — to enhance the durability, screen flatness, and achieve a crease-free screen effect for its foldable iPhone., and processed through die casting, Yian Technology is the exclusive supplier of liquid metal and the main beneficiary.
Kuo Ming-chi said, Apple has a long history of using liquid metal, which has been previously used in components such as the SIM card ejector. However,This foldable iPhone will be Apple's first to use liquid metal on a large scale for core structural components.
Kuo Ming-chi believes that with the launch of the foldable iPhone, it is expected that otherBrand smartphone manufacturers will also more actively adopt liquid metal as the primary material for bearings, thereby driving the rapid growth of the liquid metal market. It is estimated that the unit price of liquid metal for each foldable iPhone is about 70-100 RMB, and the first batch of foldable iPhones is expected to bring approximately 1.5-2 billion RMB in revenue contribution to Yian Technology, equivalent to a 100%-200% increase in revenue for Yian Technology from the foldable iPhone orders alone. In the future, as more foldable iPhone competitors adopt liquid metal, the growth potential of Yian Technology will become even more prominent.
Barclays analyst Tim Long previously predicted in a research report that Apple's first foldable screenThe starting price will reach $2,299 (IT Home note: currently about 16,657 RMB), far exceeding the current most expensive($1,199).
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