Analyst Ming-Chi Kuo recently shared insights on the iPhone Fold’s development during an appearance on the MacroMicro podcast. He revealed that while the foldable device is still in the works, it’s facing some delays.
Kuo noted that the iPhone Fold is expected to launch in the second half of 2026. However, due to early production challenges, widespread availability might not happen until 2027. He explained that strong demand combined with limited supply could lead to shortages for a while after its release.
He compared this situation to the iPhone X, which was announced but saw delayed sales. Kuo believes that even with a lower production volume at first, launching the iPhone Fold is crucial for Apple, seeing foldables as a significant step in smartphone evolution.
His estimates mentioned a potential shipment of 8 to 10 million units for the first year. However, many production experts think that number might be optimistic. The ramp-up challenges and finalizing specifications could modify these projections as the launch date approaches.
Recent surveys show that interest in foldable phones is rising, particularly among younger consumers. As technology continues to shift, experts suggest that this could be Apple’s chance to stay ahead of competitors in an evolving market.
For those who want to hear Kuo’s insights directly, the podcast is available here, and his additional remarks can be read here.
Understanding these insights is key for anyone interested in the future of smartphones. Whether you love tech or just want to keep up with trends, the launch of the iPhone Fold might change how we think about our devices.
