Apple seems to be getting serious about making its first gadget that can fold. They’re looking at companies that can make very thin glass for this new device. Lens Technology, a company from China, is going to be the main maker of this ultra-thin glass (UTG) for Apple’s new projects, according to reports from The Elec and DigiTimes. They’re expected to get about 70% of the orders, while Corning from the US will probably supply the materials.
Lens Technology is really good at making this glass because they have the right tools and money to do it. They’re especially skilled at making the glass strong and avoiding cracks when it’s cut. They also know how to etch glass well.
They plan to increase how much UTG they can produce in 2025, right before Apple might show off its foldable device in late 2026. Apple wants the middle part of the glass to be very thin, but the rest of it can be a bit thicker to make it last longer.
There are also two companies from South Korea, Dowoo Insys and UTI, who might help make this glass too. Interestingly, Dowoo Insys got patents in October 2024 for making the middle part of the glass thinner, which sounds a lot like what Apple patented around that time.
Samsung Display might be the only one making the folding screens for this new Apple product, which could be a folding iPhone. Experts like Ming-Chi Kuo, Jeff Pu, and sources from The Information and The Wall Street Journal think we might see this new device towards the end of 2026 or the start of 2027.