Lens rose 5%, SUNNY OPTICAL bounced 6%. It is rumored that Apple's first foldable phone may be released before the end of next year

AASTOCKS
2025.12.01 07:10

Apple concept stocks rose today (1st), with Lens Technology (06613.HK) reaching a high of HKD 25.52 during the session, up 6%, and the latest price at HKD 25.26, up 5%, with a transaction volume of HKD 216 million. Sunny Optical (02382.HK) saw its stock price peak at HKD 67.7, up 6.6%, and the latest price at HKD 67.3, up 6%, making it the blue-chip stock with the largest increase, with a transaction volume of HKD 1.071 billion. AAC Technologies (02018.HK) rose by 2.9%.

According to recent reports from domestic media, supply chain news indicates that Apple's (AAPL.US) first foldable phone, iPhone Fold, has now entered the engineering verification and pre-mass production process, with only minor design adjustments remaining, and is expected to be released by the end of next year.

Industry insiders revealed that Apple's foldable phone project has been in development for over five years, and there was no final decision until the second half of this year when the overall design was confirmed, and trial production began. If everything is ready, it could enter mass production and be launched by the end of next year. In terms of supply, it is widely expected that the foldable iPhone's screen panels will be exclusively supplied by Samsung, while the core processor will be manufactured by TSMC (TSM.US), with Chiaphua Components handling the VC thermal plates, and New Sun responsible for shipping the foldable hinges, while Largan Precision (3008.TW) will supply the lens components