Apple Plans 10M Titanium-Alloy iPhone Fold for 2026, Boosting Titanium Demand

[SMM Titanium Spot Express: High Inventory and Low Demand Weigh on Market, Titanium Dioxide Prices Remain Weak in Stalemate] On September 1, the SMM titanium dioxide index stood at 14,080 yuan/mt, with quotations for all titanium dioxide grades unchanged. Industry operating rates remained stable, but inventory divergence was evident. Downstream procurement was weak, while costs provided bottom support. In the short term, the market is expected to continue its weak, stagnant pattern.

【SMM Titanium Flash】Recently, Swedish materials company Alleima announced a further deepening of its long-term cooperation with Airbus, expanding the supply of advanced titanium seamless tube solutions. The cooperation period is the longest in the history of both parties. These titanium tubes will be used in key areas such as aircraft hydraulic systems, oxygen, and fuel pipelines, and together with its stainless steel tube products, they will jointly ensure the performance and safety of Airbus aircraft models. This move helps strengthen the stability of the aviation titanium supply chain and highlights the strategic value of high-end titanium materials in the aerospace industry.

[SMM Titanium Spot Flash: Titanium Dioxide Market in the Doldrums; Peak-Season Expectations Still Lack Substantive Positives] SMM’s titanium dioxide index stood at 14,080 yuan/mt on August 31, with prices across all categories unchanged from the previous day. The market was in the doldrums. On the supply side, sulphate-process producers attempted to hold prices firm, but follow-through was limited; chloride-process shipments were restricted. Downstream demand was weak, with purchasing mostly on a hand-to-mouth basis. The peak season offered no substantive positives, and the near-term market remained under pressure.