Apple's Foldable iPhone Could Arrive By 2026 — This Chinese Glassmaker Tipped As Key Supplier Will Be A Big Winner, Say Wall Street Analysts

Benzinga
2025.07.21 03:04
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Apple Inc. is set to launch its first foldable iPhone by 2026, with Wall Street analysts predicting that Chinese glassmaker Lens Technology will benefit significantly. Analysts estimate that the foldable device could contribute 5% to Lens Tech's revenue in 2026 and 12% by 2027. Lens Tech, which recently raised over $600 million in an IPO, is expected to supply ultra-thin cover glass for the iPhone. UBS has issued a buy rating on Lens Tech, anticipating 20% annual earnings growth through 2027, driven by Apple and other technologies.