Apple's Foldable iPhone Faces Potential Supply Constraints Until 2027

Apple's anticipated foldable iPhone, slated for a late 2026 release, may encounter supply shortages extending into 2027, according to analyst Ming-Chi Kuo.

Kuo notes that development is behind earlier expectations, with the product expected to be announced in the second half of 2026. Early-stage yield and ramp-up challenges may delay smooth shipments until 2027, potentially leading to shortages until at least the end of 2026.

The device is expected to feature a book-style design with a 7.8-inch inner display and a 5.5-inch outer screen. It is projected to be priced between $2,000 and $2,500, making it Apple's most expensive iPhone to date.

Mass production is anticipated to begin in the second half of 2026, with Foxconn as the assembly supplier. However, many component specifications, including the hinge, have yet to be finalized.

Apple's entry into the foldable smartphone market is expected to significantly impact the industry, with projections indicating the iPhone Fold could capture 22% of unit sales and 34% of market value within its first year.