The foldable screen concept is exploding, with Fulong Technology hitting the daily limit, and Apple is already in trial production of foldable phones.

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Reporter | Hu Lin, Lin Jianmin

Editor | Liang Ming

On April 7th, the morning session saw foldable screen concepts open sharply higher, with Fulong Technology (rights protection) hitting the daily limit up in one word, Dafu Technology rising over 10%, LianDe Equipment and YiAn Technology up about 5%, and Jingyan Technology among the top gainers.

On the news front, according to Zhongzheng Jinniu, industry chain sources revealed that Foxconn has begun trial production of Apple’s foldable screen iPhone. By 2025, Apple’s shipment target guidance to suppliers is to launch the first foldable screen phone in the second half of 2026, which will be a large foldable iPhone.

An industry chain analyst explained that Apple’s phones have a huge user base, and the demand for Apple’s foldable screen iPhone is expected to be high, but sales will depend on the final pricing.

Research firm Counterpoint believes that as Apple prepares to launch its first foldable screen iPhone, the foldable phone market will enter a new competitive phase in 2026. Given the high-end positioning of foldable screens, early demand for Apple’s foldable iPhone is expected mainly from existing iPhone users. Some users considering book-style foldable screens may also view the upcoming Apple device as an alternative option, increasing the likelihood of ecosystem migration.

Regarding market impact, Donghai Securities stated that according to Counterpoint Research’s report “Foldable Smartphone Market Forecast,” supported by factors such as Apple’s expected entry, the ongoing high-end trend in the smartphone market, and increased OEM participation, global foldable smartphone shipments are expected to grow by 20% in 2026. As Apple prepares to launch its first foldable iPhone, the foldable smartphone market will enter a new competitive stage in 2026. Counterpoint Research predicts Apple will capture 28% of the market share in 2026, approaching Samsung’s leading position. This change is expected to significantly reshape the global competitive landscape.

From a structural perspective, Guoyuan Securities pointed out that Apple’s first foldable screen phone will adopt a book-style fold, with key components being the hinge and ultra-thin flexible glass (UTG), and related domestic industry chain companies may benefit.

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