Capture of the Fine M-Tec website /Courtesy of Fine M-Tec

Fine M-Tec has been highlighted as a beneficiary of Apple's upcoming foldable iPhone expected to be released in the second half of 2026, leading to a surge in its stock price.

Fine M-Tec shares were traded at 9,270 won on the KOSDAQ market at 1:32 p.m. on the 15th. The stock price rose by 29.83% (2,130 won) compared to the previous day. It jumped to 9,280 won during the trading session, even reaching the daily price limit.

Expectations for the foldable iPhone seem to have stimulated investor sentiment. Kuo Ming-Chi, a specialist on Apple from TF International Securities in Taiwan, noted through his social media that Fine M-Tec would become the biggest beneficiary in the process of the foldable phone's launch.

Kuo Ming-Chi predicted that Apple would adopt Samsung Display's crease-free display solution rather than its own design to push for mass production of the foldable iPhone. Consequently, he foresaw a surge in demand for Fine M-Tec's metal plates (internal hinges), a collaboration partner of Samsung Heavy Industries.

Kuo Ming-Chi projected that Fine M-Tec would begin shipping metal plates for the foldable iPhone starting in the first quarter of 2026. He also forecasted that the unit price would be between 30% and 35%, with annual shipments expected to reach 13 to 15 million units in 2026.

Yang Seung-Soo, a researcher at MERITZ Securities, also provided an investment opinion of 'buy' for Fine M-Tec, setting a target price of 8,200 won. He stated, 'The launch of the foldable product by a North American client (Apple) is gradually becoming more concrete,' and noted, 'In the case of the metal plates that Fine M-Tec primarily produces, there are only two companies with the technical capabilities required by the client, so it is highly likely that they will join the supply chain.'

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