JPMorgan: Foldable iPhone to Launch in September 2026
Apple will launch its first foldable iPhone in September 2026 as part of the iPhone 18 lineup, according to JPMorgan.
In a market research note to investors, the bank supported the increasingly corroborated rumor that Apple will launch the device next year. The iPhone 17 lineup will apparently offer few compelling upgrades, resulting in investor focus shifting to Apple's 2026 launches.
The first foldable iPhone will apparently be priced at $1,999 and create a $65 billion market opportunity for Apple, with high-single-digit earnings accretion in the medium term. JPMorgan forecasts foldable iPhone sales of around 45 million units by 2028, starting in the low-teens millions in 2027. Foldable smartphone sales in 2025 reside at around 19 million units; Apple's influence on the market is expected to be considerable.
Apple's first foldable iPhone is rumored to feature an inward-folding book-style 7.8-inch display with virtually no crease, a 5.5-inch outer display, a titanium chassis, a durable hinge with Liquid Metal, two rear cameras, and Touch ID instead of Face ID.
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Apple's upcoming foldable iPhone is expected to feature a book-style form factor that's relatively uncommon in the foldables market, but Huawei's new Pura X Max appears to share a similar wide aspect ratio.
Set to be released in China next week, Huawei's new device actually builds upon a design used by the original, smaller Pura X, which was marketed last year as an extra-wide flip phone....
Advances in optically clear adhesive (OCA) will be a key factor in achieving a near-invisible crease in Apple's first foldable iPhone expected later this year, according to TrendForce.
The supply chain intelligence firm outlined the key technologies in a new report on foldable display innovation, explaining that creases form when layers within the display panel fall out of alignment,...
Production on the iPhone Fold is behind schedule, but the device is still slated to launch in fall 2026, reports DigiTimes. The site says that production has been pushed back by "roughly one to two months," but Apple has not communicated any launch delays to suppliers. Apple is still planning for a 2026 launch, which suggests a tighter production schedule.
Apple planned to begin iPhone Fold...
