[Market Focus] Fine M Tech Rises on News of 20% Increase in Initial Supply of Apple's 'Foldable iPhone' View original image

Fine M Tech is showing strength. This is interpreted to be influenced by news that Apple has increased the initial production volume of its foldable phone, expected to be launched in the second half of this year, by 20%.


As of 9:52 a.m. on March 10, Fine M Tech is trading at 8,520 won, up 6.5% from the previous day.


According to industry sources and foreign media, Apple is expected to release its foldable phone in the second half of this year. It is known that Apple has placed orders for approximately 20% more units than originally planned. In the market, there is analysis that, unlike other companies that increase production based on consumer response, Apple has shown confidence in the product's success by expanding the initial production volume.


The screen size of Apple's foldable phone is reported to be 7.8 inches, which is similar to the size of the Galaxy Z Fold series by Samsung Electronics when unfolded. As a latecomer, Apple’s key differentiating point is the 'Liquid Metal hinge'. This technology directly addresses two chronic weaknesses of foldable phones: the crease on the display and reduced durability.


Meanwhile, Fine M Tech is expected to supply the built-in hinge (metal plate), a core component of Apple's foldable phone. Fine M Tech is considered a strong candidate to become Apple’s supplier for the foldable phone’s built-in hinge due to three competitive strengths: technological capabilities, mass-production capacity, and the ability to handle large-area components.


Kwon Myungjun, a researcher at Yuanta Securities, noted, "It is highly likely that companies with a record of stable supply to existing foldable smartphone models will be given priority opportunities, as reliable supply translates into trust in the product."



Expectations are also rising regarding sales scale, as Fine M Tech is likely to supply more than half of the metal plates for Apple's foldable iPhone. Researcher Kwon stated, "Based on the aforementioned competitive strengths, we believe Fine M Tech is highly likely to secure more than half of the metal plate orders for the foldable iPhone."


This content was produced with the assistance of AI translation services.

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