Apple has entered the foldable smartphone market with the launch of its new iPhone Duo, a move that is expected to create significant opportunities for Japanese suppliers specializing in advanced materials and components. The iPhone Duo requires parts that can withstand repeated bending, and this demand is anticipated to benefit companies such as Nitto Denko and Nippon Electric Glass, both of which have been developing technologies tailored for foldable devices [1].
Industry experts suggest that Apple's entry into the foldable market could broaden its supply chain, providing openings for Japanese manufacturers with expertise in flexible and durable materials. Nitto Denko, recognized for its adhesive films and specialty products, is ramping up production of flexible printed circuits and adhesives designed specifically for foldable electronics, citing increased inquiries from global smartphone makers [1]. Nippon Electric Glass is also intensifying its development of ultra-thin, chemically strengthened glass suitable for foldable displays, with company representatives highlighting the material's unique combination of flexibility and durability for next-generation smartphones [1].
A Tokyo-based technology analyst stated, "Apple's move into the foldable market is a significant signal to the entire industry," noting that it creates a ripple effect throughout the supply chain and benefits both major component makers and smaller materials suppliers who have invested in flexible technologies [1]. While Samsung and other competitors have already released foldable models, industry watchers believe that Apple's substantial market presence could drive wider adoption of foldable technology and further boost demand for high-value Japanese components [1].
With the global foldable smartphone market projected to grow steadily, Japanese suppliers are optimistic that their years of research and development will be rewarded as they compete for a place in Apple's new supply chain [1].
CONCLUSION
Apple's entry into the foldable smartphone market with the iPhone Duo is expected to have a significant positive impact on Japanese suppliers like Nitto Denko and Nippon Electric Glass. The move is likely to accelerate innovation and expand opportunities for companies specializing in flexible and durable materials, as Apple's market influence drives broader adoption of foldable technology [1].