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Apple is reportedly preparing a foldable iPhone reveal next year, but production headaches may keep the device out of most buyers’ hands until 2027. Analyst Ming‑Chi Kuo warns that early manufacturing challenges could slow shipments even if a 2026 announcement still happens.
A 2026 reveal — but don’t expect mass delivery
Imagine an iPhone that folds — a long-rumored product that Apple could formally unveil in the second half of 2026. That’s the timeline Kuo outlines in his latest research note. Still, he stresses a key caveat: initial yield problems and other production hurdles may prevent smooth, large-scale shipping until 2027.
Why Apple might face delays
Early-stage yield issues are a common stumbling block for new hardware designs, especially with complex flexible displays and hinge assemblies. Kuo’s note points to manufacturing challenges that could constrain supply through the end of 2026. In short: Apple may have a finished demo and demo units ready for launch, but ramping up to mass production is a different beast.
So what does that mean for buyers and the market? Limited inventory at launch is likely, even if demand is strong. Scarcity could keep resale prices high and slow the device’s immediate impact on global smartphone shipments.
Specs and price: what to expect
Leaked details and analyst summaries suggest a premium device: an estimated US price around $2,400 and a dual-screen layout — a roughly 5.8-inch external (cover) screen and a 7.58-inch inner flexible panel. Those dimensions would put Apple in direct competition with other high-end foldables, but at a noticeably higher price point.
- Expected reveal: second half of 2026
- Likely widespread shipments: 2027
- Reported price (US): about $2,400
- Reported displays: 5.8-inch cover, 7.58-inch inner flexible panel
What this could mean for the foldable market
Even with production slowdowns, an Apple-branded foldable could be a major catalyst for the category. If demand stays strong while supply is constrained, the iPhone Fold might boost interest in foldables broadly — but the device’s immediate sales growth could be muted until Apple smooths out manufacturing.
For consumers, the takeaway is simple: expect a high-profile announcement in 2026, but don’t count on getting one right away. Retail availability and broad shipments may not arrive until 2027, depending on how quickly Apple resolves yield and assembly issues.
Source: gsmarena
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