According to a research report published by Citi, Apple's quarterly results for the end of June show that the supply limit for single system chips will increase significantly, and supply chain flexibility will be limited in the September quarter; memory costs will rise further, but the cost of some non-memory components will drop. According to the bank's latest iPhone production plan, production for the third quarter is still strong, with a year-on-year increase of 22%; iPhone 18 production is expected to reach 81 million units in the second half of the year, lower than the previous forecast of 84 million units, of which 7.5 million folding models are produced. The main upgrades to the iPhone 18 include: the folding phone uses ultra-thin flexible glass, hinges, titanium case, and VC cooling upgrades; the Pro and Pro Max main lenses are equipped with variable apertures. The main beneficiary suppliers include: Lixun Precision's share increase; Lansi Technology provides folding UTG; Ruisheng Technology provides VC cooling; Sunyu Optics receives an increase in lens share and actuator orders. Hon Hai is the exclusive EMS supplier for iPhone 18; Heshuo and Tata only supply about 7% of Pro Max.

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