Apple is about to unveil its priciest phone ever, and that is good news for the Taiwanese companies that build it.

• The first foldable iPhone is expected to cost between $2,199 and $2,399, with big-storage versions pushing toward $3,000.
• Costs jumped because AI data centers are soaking up memory chip supply, driving up prices for phone parts.
• Analysts named 7 Taiwanese suppliers as winners, including TSMC, Foxconn, and lens maker Largan, with hinge maker Shin Zu Shing taking most of the folding-hinge orders.
• Higher prices may dent how many phones Apple sells, but the much richer price tag per phone should more than make up for it.
• Huawei and Xiaomi both launched new foldables this week, so Apple is walking into a fight that is already underway.

Outlook: The phones are revealed at Apple's autumn event, with the foldable expected to actually ship in November and the supply chain's real payoff arriving in 2027 as volumes scale.