Source item

On July 17, 2025, Fine M-Tec announced an investment of approximately KRW 17.5 billion to support the growing foldable device market and increased demand for ultra-precision laser processing capacity. The investment period spans from July 17, 2025, to January 20, 2027. Source: https://t.co/y1BpKJtyrv Key takeaways: 1. This confirms my earlier prediction that Apple’s stricter crease-free requirements for the foldable iPhone would accelerate the adoption of laser drilling for display metal plate production. 2. To better compete with the foldable iPhone, Samsung’s new 2H26 Galaxy Z Fold 8 will also adopt higher-ASP laser-drilled display metal plates, with Fine M-Tec serving as the exclusive supplier (vs. primary supplier for Fold 7). This investment also targets Samsung’s growing demand, suggesting a significant increase in ASP and profit contribution from Samsung in 2026. 3. Fine M-Tec’s investments related to the foldable iPhone are not yet complete—expect additional announcements ahead.