The mobile phone supply chain rebounded today. As of press time, FIT HON TENG (06088) rose 4.35% to HK$4.08; LENS (06613) gained 3.63% to HK$26.82; BYD ELECTRONIC (00285) climbed 3.5% to HK$42.62; SUNNY OPTICAL (02382) advanced 2.51% to HK$79.65.

On the news front, with iPhone 17 launch approaching, several Apple supply chain companies are actively recruiting workers. Industry sources indicated that Apple's iPhone 17 has entered mass production phase. Additionally, Morgan Stanley expects Apple to moderately increase iPhone 17 series pricing at the launch event, marking the first price adjustment since 2017. The price adjustment is projected to boost average selling prices by 5% for fiscal year 2026, significantly above market expectations, with demand expected to remain unaffected.

Notably, on the afternoon of September 4th, Huawei's Executive Director and Chairman of Consumer Business Group Yu Chengdong announced that Huawei's new tri-fold smartphone Mate XTs Extraordinary Master will start at 17,999 yuan. Furthermore, TF International Securities analyst Ming-Chi Kuo revealed that Apple plans to launch its first foldable iPhone in 2026, followed by a foldable iPad in 2028. Kuo predicts that foldable iPhone shipments will reach 8-10 million units in 2026, potentially growing to 25 million units in 2027.