Welcome to 95 Mac Daily for Tuesday, October 14th, 2025.

I'm your host, Chance Miller.

Leading off today, Apple's first foldable iPhone is rumored to launch next year,

with expectations that it'll be Apple's most expensive iPhone ever.

A new report from Ming Chi Kuo doesn't dispute that,

but it does say that the unit price

is significantly lower than expected, thanks to a lower cost for The Hinge. In a post on his blog,

Quo explains that the unit price of the hinge for the iPhone fold is expected to be around

$70 to $80 after mass production. This is far lower than the original market expectation of

around $100 to $120 or higher for The Hinge. Quo explains that this isn't due to Apple compromising

on materials, but rather major assembly design optimizations. According to Quo, Foxconn has

entered into a joint venture with a Taiwanese

manufacturing partner to manufacture the foldable hinge. The joint venture will manufacture around

65% of the hinges, while U.S.-based manufacturer Amphanol will manufacture the remaining 35%. In 2027, Quo says that Apple partner Lux Share could join as a Hinge supplier, adding another supplier to the mix would further lower manufacturing costs for this component. The Hinge, of course, is just one component of the iPhone fold, but a $20 to $40 reduction in cost for Apple shouldn't be overlooked.

Such a savings could impact the starting price of the device or allow Apple to avoid compromises

in other areas of the product, or it could just improve Apple's margins.

And the hinge is one of the most important components in a foldable device, so it's good

that these savings are because of assembly optimizations rather than Apple utilization. And the hinge is one of the most important components in a foldable device, so it's good that

these savings are because of assembly optimizations rather than Apple using a lesser material.

Next up a day, Apple is expected to release a second generation Pro Display XDR in the near

future, and it looks like it will include an important component missing from the original

version of the display.

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