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.
Popular Stories
Apple's first foldable iPhone remains on track for a September debut, despite rumors to the contrary, based on a new report by China Securities Journal (via DigiTimes).
According to the report, which cites a source at an Apple supplier, the company recently started delivering components in small batches for Apple's first foldable iPhone.
The supplier also reportedly received guidance...
Samsung Display has received Apple's approval to begin module production of OLED panels for Apple's first foldable iPhone, according to a report today from TheElec.
Citing industry sources, the report says Samsung Display has started operating part of its back-end production lines in Vietnam to fulfill an initial order of around three million panels scheduled for delivery this year. Module...
A new resale value study suggests that a $2,000 foldable iPhone could lose as much as $1,292 of its value within its first 12 months on the market, based on current foldable depreciation trends.
The estimate comes from SellCell, which analyzed the 12-month resale performance of flagship smartphones from Apple, Samsung, Google, Motorola, and OnePlus. The site found that foldable smartphones...
