Overview

• JPMorgan analysts said that Apple’s first foldable iPhone is expected to arrive as part of the iPhone 18 lineup in September 2026 with a starting price around $1,999.
• It is rumored to adopt a book-style inward folding design featuring a crease-free 7.8-inch internal display and a 5.5-inch external screen, supported by a titanium-alloy hinge.
• Apple is reportedly conducting prototype tests with manufacturing partners ahead of a planned mass-production kickoff in the second half of 2026.
• JPMorgan forecasts shipments to reach the low-teens of millions in fiscal 2027 and climb to roughly 45 million units by 2028, driving mainstream adoption of foldables.
• Analysts identify connector maker Amphenol and glass specialist Corning as key supply-chain beneficiaries and expect Touch ID to make its return on the foldable model.