Overview

• Apple’s first foldable iPhone is slated for a late 2026 debut with a 7.8-inch inner OLED and a 5.5-inch cover screen powered by the A20 Pro chip on TSMC’s 2 nm node.
• Analysts at UBS estimate the device’s bill of materials at $759 and forecast a retail price between $1,800 and $2,000 to sustain contribution margins near 55 percent.
• Samsung is preparing a Galaxy Z TriFold for an October 2025 launch featuring a 9.96-inch unfolded display and will likely limit initial sales to South Korea and China.
• Tecno’s Phantom Ultimate G Fold concept showcases an inward-folding tri-fold design with dual hinges and a record 3.49 mm unfolded thickness but remains a prototype.
• Both Apple and Samsung are securing crease-reducing panels from Samsung Display and laser-drilled metal hinge plates from Fine M-Tec while relying on Foxconn and Lens Technology for assembly.