Overview
- Kuo reports Apple is likely to announce the foldable iPhone in the second half of 2026, with shortages expected through late 2026 and “smooth” shipments not projected until 2027.
- Leaked CAD renders suggest a book‑style device with a roughly 7.7‑inch inner display and a 5.3–5.5‑inch cover screen in a wider, squat layout closer to an iPad mini than a square foldable.
- Multiple reports say Apple is targeting a crease‑minimizing display and a refined hinge, with liquid‑metal components discussed to boost durability and reduce visible folds.
- Pricing projections place the model in the $2,000–$2,500 range, and early shipment forecasts around 7–10 million units are expected to be revised downward as manufacturing plans firm up.
- Analyst commentary frames the larger screen as useful for multimodal AI experiences, with Apple seen under pressure to advance AI features even as hardware ramp challenges persist.