JPMorgan: Foldable iPhone to Launch in September 2026
Apple will launch its first foldable iPhone in September 2026 as part of the iPhone 18 lineup, according to JPMorgan.
In a market research note to investors, the bank supported the increasingly corroborated rumor that Apple will launch the device next year. The iPhone 17 lineup will apparently offer few compelling upgrades, resulting in investor focus shifting to Apple's 2026 launches.
The first foldable iPhone will apparently be priced at $1,999 and create a $65 billion market opportunity for Apple, with high-single-digit earnings accretion in the medium term. JPMorgan forecasts foldable iPhone sales of around 45 million units by 2028, starting in the low-teens millions in 2027. Foldable smartphone sales in 2025 reside at around 19 million units; Apple's influence on the market is expected to be considerable.
Apple's first foldable iPhone is rumored to feature an inward-folding book-style 7.8-inch display with virtually no crease, a 5.5-inch outer display, a titanium chassis, a durable hinge with Liquid Metal, two rear cameras, and Touch ID instead of Face ID.
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Apple has ramped up orders for vapor chamber cooling components said to be destined for its upcoming foldable iPhone and 20th-anniversary iPhone models, according to a Chinese leaker.
The Weibo account known as "Fixed Focus Digital" claims the increased order volume will first support the manufacture of Apple's book-style foldable, or "iPhone Ultra," which is expected to debut in September....
Samsung today debuted its latest foldable devices, including the Galaxy Z Flip8, the Galaxy Z Fold8 Ultra, and the new Galaxy Z Fold8, which has a design similar to what we're expecting from the foldable iPhone coming this September. We were able to take a look at the new Samsung foldables ahead of launch.
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Apple's foldable iPhone still faces production hurdles that leave its exact launch timing undecided, according to a new report from DigiTimes, even as Foxconn carries out what supply chain sources describe as "final mass-production adjustments."
The report says Apple has assigned Foxconn to lead the device from new product introduction (NPI) through to mass production, citing the assembler's ...
