The most expensive ever! The iPhone Fold is coming, and Foxconn is already in trial production. These 7 stocks have more than 30% upside.

The most expensive iPhone product in Apple’s history—iPhone Fold, or (alternatively) to meet consumers in the second half of the year.

**　　Apple’s first foldable-screen iPhone is already in trial production**

According to a report from China Securities Journal on April 6, the reporter learned from people in the industry chain that Foxconn has begun trial production of Apple’s foldable-screen iPhone. The shipment target guidance Apple provides suppliers is that the first foldable-screen phone will be launched in the second half of 2026.

Also, as reported by the media in mid-March, Apple’s first foldable-screen iPhone, iPhone Fold, will be released this September alongside the iPhone 18 Pro series, with a global launch scheduled for December.

This will be Apple’s first foldable-screen model after years of technological refinement. It uses a wider screen design, aiming to address industry pain points such as the明显折痕 of current foldable-screen phones.

At the same time, it will also be Apple’s most expensive phone product ever. Based on supply-chain information, the domestic China (mainland) version of iPhone Fold is expected to start at 14k–15k yuan, and the top configuration may exceed 20k yuan. Currently, the iPhone 17 Pro Max being sold by Apple starts at 9,999 yuan; the storage option of 2TB starts at 17,999 yuan, making it Apple’s most expensive iPhone at present.

Guo Mingchen, an analyst at TF International, predicted in his latest research report that Apple’s first foldable-screen iPhone will do away with the Face ID facial recognition technology Apple has used for many years, and instead adopt a side-integrated Touch ID fingerprint unlock solution—integrating the fingerprint sensor into the power button, similar to the unlock method on the iPad Air.

Yuan Securities’ research report says that Apple’s first foldable-screen phone will use a book-style left-right folding design, with hinge mechanisms and ultra-thin flexible glass (UTG) as the core components, and related domestic industry-chain companies may benefit. CICC Securities also pointed out that Apple’s first foldable-screen phone is about to be released; it could accelerate the adoption of foldable-screen phones. Iterations in no-crease technology will drive both volume and price upward, injecting new momentum into the supply chain.

Ai Jian Securities stated that foldable-screen phones are a core innovative category in the smartphone field, with hinge mechanisms and flexible display modules as the main components. Compared with non-foldable-screen phones, the incremental cost mainly concentrates in three areas: display modules (display panel + glass cover plate), mechanical/electromechanical components (including hinges), and memory. Under an optimistic forecast, Apple’s foldable-screen phone sales in 2026 may reach 14 million units. With the iPhone’s own premium positioning and massive sales volume, the entire industry chain is expected to enter a period of rapid development.

**　　Multiple concept stocks have upside space exceeding 30%**

East Money’s concept board shows that in the current A-share market, there are more than 100 stocks related to Apple concepts, with a combined total market cap exceeding 4.2 trillion yuan. Among them, the trillion-yuan giant Hon Hai Precision (Foxconn Industrial Internet) is far ahead by scale; Luxshare Precision and Dongshan Precision have market caps of roughly 355.6 billion yuan and 202.5 billion yuan respectively. In addition, five stocks such as Lens Technology, Pinqi Holdings, and GoerTek Technology also each have market caps exceeding 14k yuan.

So far this year, due to rising memory prices, the consumer electronics sector has faced some pressure, and Apple concept stocks have also shown relatively weak performance. In the past three months, about 30% of concept stocks have recorded share-price gains, while around 60% of individual stocks have declines within 10%. MingHong Electronics and Tanaka Precision Machinery have led the gains with increases of 52.84% and 47.20% respectively; Zhilifang and Jemeite both saw gains of more than 30%.

In terms of institutional attention, East Money Choice data shows that in the past three months, 14 Apple concept stocks received investment ratings from 3 or more institutions. Compared with the consensus forecast target price and the latest closing price, there are 7 stocks with upside space exceeding 30%.

Among them, Yangying Precision has the highest upside space, at 76%. Hon Hai Precision and Hengdian Dongmagnetic have upside space of 61.03% and 56.42% respectively. For four stocks such as Winstar Precision, Shenzhen Nan Dian Circuit, and Lens Technology, upside space is all above 30%. For five stocks such as Huagong Technology and Pinqi Holdings, upside space is between 10% and 20%.

Yangying Precision’s main business is the manufacturing of precision components for consumer electronics and new-energy vehicles. It has become a core supplier to industry leaders such as Apple, Samsung, and CATL. Huayuan Securities’ latest research report indicates that the company has deep accumulation in the consumer electronics field and covers leading global customers; its new energy business production capacity is releasing steadily; and its humanoid robotics business could become the company’s third growth engine.

In its 2025 annual report, Winstar Precision disclosed that in the foldable terminal business segment, during the reporting period, the company achieved multiple breakthroughs through technological innovation, with mass production and shipments of ultra-thin titanium alloy foldable screen supporting components and foldable PC carbon fiber supporting components, among other foldable-screen-related products. It also achieved an important breakthrough in high-end VC heat-dissipation projects for major customers in North America.

Recently, Lens Technology said in institutional research visits that in the foldable machine projects of major customers this year, the company supplies UTG glass, PET film, glass brackets, 3D glass cover plates, and other new projects with high value contribution and a leading share position, and the company will significantly benefit. “Looking ahead, as the next generation of foldable screens fully ramps up in volume, the designs of other models will have more upgrades and innovations. The company will deeply participate in glass, metal structural components, and functional modules, and the value contribution is expected to further increase.”

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(Source: East Money Research Center)