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Apple Unveils New iPhone Lineup; Analysts Highlight Potential Gains for Key Suppliers

Electronic Technology · Electronic Components · economic_daily · 2026-09-10

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Following Apple's latest product launch, including the new iPhone 18 series and the foldable iPhone Duo, analysts identify key supply chain beneficiaries.

What Happened

Apple Product Launch: Apple unveiled the iPhone 18 Pro series, AirPods 5, and Apple Watch on September 10, with the foldable iPhone Duo serving as the headline product. Despite a $100 price increase for the Pro models due to rising memory costs, the hardware specifications and pricing strategies aligned with market expectations.

Supply Chain Beneficiaries: Analysts at Capital Investment Trust highlight Largan Precision as a key beneficiary due to optical lens upgrades in the iPhone 18 Pro. Additionally, Shin Zu Shing is expected to see profit growth through 2027 as a primary supplier of hinges for Apple's new foldable device.

Cooling and Infrastructure: AVC is rated as a 'Buy' given the strong outlook for its liquid cooling solutions in the server and networking sectors. While overall iPhone shipments for the second half of the year may face a slight decline, high-end hardware upgrades remain a critical driver for the supply chain.

Foldable Market Entry: The iPhone Duo features a dual-screen design and advanced hinge technology, starting at $1,999. With pre-orders beginning in late October, the device introduces new multitasking and smart photography features aimed at capturing the premium smartphone segment.

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