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Apple’s Foldable iPhone Likely Slips to 2027 as Panel Targets Are Scaled Back

New analyst research points to a 2027 window for Apple’s first foldable iPhone, with hinge specifications still unsettled.

iPhone Fold may not launch in 2026 due to several production challenges.
This AI mockup shows a possible look for the first foldable iPhone.
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Overview

  • Mizuho Securities, via The Elec, reports Apple has yet to lock final hinge and display specs, making a broad September 2026 launch unlikely.
  • Projected foldable OLED panel output has been trimmed from about 13 million units to roughly 9 million, according to the analyst note.
  • If Apple pushes for 2026, first‑year device shipments are estimated at only 5 to 7 million units, signaling tight initial availability.
  • The model is reportedly targeting a 7.58‑inch inner screen and a 5.38‑inch cover display, with Samsung Display slated as the primary panel supplier and a stack using CoE and LTPO.
  • Mizuho also outlines a split iPhone calendar with Pro models in fall 2026 and base iPhone 18 and 18e in spring 2027, and notes resumed supply‑chain work on an 18.9‑inch foldable MacBook for 2028–29.