As Apple gears up to launch the iPhone 17 soon, excitement is building for a potentially game-changing product — a foldable iPhone expected in 2026. Investors and tech enthusiasts are eagerly looking forward to what this innovation will bring.
JPMorgan analyst Samik Chatterjee signals that Apple aims to debut its foldable model in September 2026, aligning with expectations from other analysts and recent leaks. He predicts a price point of around $1,999, a bit lower than earlier estimates that ranged from $2,100 to $2,300. This could create a revenue opportunity of $65 billion, which might boost Apple’s earnings significantly in the coming years.
The foldable iPhone will likely feature a 7.8-inch inner display and a 5.5-inch outer screen. What sets it apart from competitors is the promise of a crease-free inner display, a technology that might also be showcased by Samsung in its upcoming Galaxy Z Fold 8 next year.
Chatterjee also mentions that shipping numbers might start in the low teens of millions for fiscal 2027 but could climb to around 40 million units by fiscal 2029. This sharp increase could send ripples across the supply chain. Companies like Amphenol and Corning are expected to benefit significantly due to their connections with foldable technology.
Recent data shows that Amphenol’s shares have soared more than 50% this year, while Corning has seen an over 30% rise, outperforming the S&P 500’s 8% increase. In contrast, Apple’s stock has dipped about 10%, hinting at challenges in the current market.
Overall, the anticipation around a foldable iPhone mirrors historical trends in technology — major shifts often create waves of excitement and economic impact long before the actual product hits the shelves.
For more insights on how foldable technology is shaping the smartphone industry, check out expert analysis from CNBC here.
