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Dave Das, EVP of Samsung Electronics' US Mobile eXperience division, said the latest foldable lineup posted a 30% year-on-year sales gain, but the figure covers only about one month of data and matches the roughly 30% growth rate reported a year earlier, meaning momentum is steady rather than accelerating. For Samsung Electronics (005930), the read-through runs through premium mix and average selling prices into MX margins, and into the foldable supply chain of display panels, hinges and cover glass rather than unit volume alone. The potential debut of Apple's first foldable iPhone would expand the premium foldable category while directly contesting Samsung's share, so the confirmation points to watch are full-quarter shipment and ASP disclosure after the July launch of Galaxy Z Fold8 Ultra, Z Fold8 and Z Flip8, plus any concrete Apple product timeline.
As a Market signal, watch whether it changes price action, volatility, or flows around 005930, AAPL.
Original Source: 토큰포스트
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