Overview
- Analyst Ming‑Chi Kuo reiterates that Apple is unlikely to use an under‑display ultrasonic fingerprint reader on its first foldable iPhone, predicting side‑button Touch ID and no Face ID.
- Luxshare ICT is named by Kuo as the expected supplier of the side‑button Touch ID module for the device.
- Multiple reports continue to place mass production in the second half of 2026 with a launch in fall 2026 as part of the iPhone 18 lineup.
- Kuo says Apple has raised shipment forecasts to about 8–10 million units in 2026 and 20–25 million in 2027 versus prior lower estimates.
- Kuo adds that Apple plans ultra‑thin cover glass sourced from Corning with processing by GIS, outlines a book‑style device with roughly 7.8‑inch inner and 5.5‑inch outer displays, and projects a foldable iPad in 2028.