Apple Stock Falls on Foldable iPhone Delay Risk and MLCC Ratios of 1.31
AAPL•Apple stock slipped premarket after an analyst warned that foldable iPhone component shortages could delay the planned September launch window. Top MLCC suppliers Murata, Samsung Electro-Mechanics and Taiyo Yuden posted book-to-bill ratios of 1.25–1.31, the highest since early 2020, highlighting 2H26 supply risks.
1. Premarket Stock Reaction
Apple’s shares slipped in premarket trading as concerns emerged over supply chain hurdles that threaten upcoming product launches.
2. Foldable iPhone Delay Risk
An analyst warned that component bottlenecks for foldable iPhone models risk pushing back the device’s intended September release.
3. High-End MLCC Bottleneck
Japan and Korea’s top multilayer ceramic capacitor makers posted book-to-bill ratios of 1.25–1.31, signaling record orders for AI servers that could crowd out consumer device supply in 2H26.
