Apple Set to Debut Its First Foldable Device with Innovative Glass Technology
According to a recent supply chain analysis, Apple is gearing up to unveil its inaugural foldable device in the latter half of next year. In preparation for this launch, the tech giant has engaged Chinese manufacturer Lens Technology to create the ultra-thin glass (UTG) that will form the protective layer over the folding screen.
Lens Technology’s Role in Apple’s Production Plans
Reports indicate that Lens Technology is poised to handle about 70% of Apple’s UTG requirements, while Corning is expected to provide essential raw materials. Apple’s decision to partner with Lens Technology stems from its impressive mass production capabilities and substantial financial assets geared towards UTG manufacturing.
The Cutting-Edge Manufacturing Process
Lens Technology specializes in processes such as glass etching and fortification, efficiently reducing edge cracks post-cutting. This supplier plans to expand its UTG production capacity later this year as it prepares to initiate manufacturing specifically for Apple’s project.
Focus on Durability and Design
The design strategy revolves around selectively thinning only the central segment of the UTG near where the hinge will be located. This approach aims at enhancing overall durability while maintaining an optimal thickness throughout other areas of the panel. Additionally, South Korean firms Dowoo Insys and UTI may serve as secondary suppliers; notably, Dowoo Insys recently secured two patents related to this selective thinning process in October 2024—one of which aligns closely with a similar innovation patented by Apple.
Sourcing Displays from Samsung
The display technology itself is likely being sourced exclusively from Samsung Display, cementing their role as a vital partner for Apple’s upcoming device innovations.
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