TickerTain
TickerTain
NewsroomShortsPortfolioConvergence
NewsroomShortsPortfolioConvergence
←
▶ 12:06 · Advanced Manufacturing · Foldable iPhone hinge and glass process caps first-year output at 15-20M
episode briefing
The Information

Apple's Foldable iPhone is Here and it's $1,999

2026-09-10 · 1 company · 1 thematic
sentiment
0 bull0 bear1 neu
speakers
ben bajarin

Longtime Apple analyst who has attended Apple events since 2001; leads research on consumer technology markets and supply chains.

now playing · Advanced Manufacturing
Advanced Manufacturingmixedscore 6/10ben bajarin
Foldable iPhone hinge and glass process caps first-year output at 15-20M
The novel manufacturing process for the foldable hinge and dual-layer glass creates a hard supply ceiling; Apple will likely remain supply-constrained on foldables for the foreseeable futur…