Kuo: iPhone Fold Production Challenges Could Limit Supply Next Year
Apple's highly anticipated foldable iPhone could face supply shortages into 2027 despite a planned launch next year, according to analyst Ming-Chi Kuo.
Kuo said in a new research note:
"Development of the foldable iPhone is behind earlier expectations, but the product is still expected to [sic] announce in 2H26. Due to early-stage yield and ramp-up challenges, smooth shipments may not occur until 2027. With limited supply and expected strong demand, the foldable iPhone could be facing shortages until at least the end of 2026."
The warning suggests Apple's ambitious foldable device will face manufacturing hurdles when it enters mass production. Foxconn was expected to begin limited production of the device before the end of this year, but a dearth of reports on that front could potentially mean that the "iPhone Fold" remains in the design validation stage, where manufacturing consistency issues can still arise.
Kuo's forecast of production challenges is reminiscent of concerns previously raised by Mizuho Securities, which suggested the launch could slip to 2027 if Apple takes longer to finalize design elements like the hinge mechanism. For his part, Kuo appears to be saying that Apple is still on course to announce the device in the fall of 2026, but it could end up shipping the device in large volumes later than planned.
The foldable iPhone is expected to feature a book-style design with an approximately 5.3- to 5.5-inch outer display and a 7.8-inch inner screen. It will reportedly use liquid metal hinges to achieve a virtually crease-free display and is expected to be priced between $2,000 and $2,500, making it Apple's most expensive iPhone ever.
Popular Stories
Apple turns 50 this year, and its CEO Tim Cook has promised to celebrate the milestone. The big day falls on April 1, 2026.
"I've been unusually reflective lately about Apple because we have been working on what do we do to mark this moment," Cook told employees today, according to Bloomberg's Mark Gurman. "When you really stop and pause and think about the last 50 years, it makes your heart ...
Apple plans to announce the iPhone 17e on Thursday, February 19, according to Macwelt, the German equivalent of Macworld.
The report, citing industry sources, is available in English on Macworld.
Apple announced the iPhone 16e on Wednesday, February 19 last year, so the iPhone 17e would be unveiled exactly one year later if this rumor is accurate. It is quite uncommon for Apple to unveil...
In the iOS 26.4 update that's coming this spring, Apple will introduce a new version of Siri that's going to overhaul how we interact with the personal assistant and what it's able to do.
The iOS 26.4 version of Siri won't work like ChatGPT or Claude, but it will rely on large language models (LLMs) and has been updated from the ground up.
Upgraded Architecture
The next-generation...
While the iOS 26.3 Release Candidate is now available ahead of a public release, the first iOS 26.4 beta is likely still at least a week away. Following beta testing, iOS 26.4 will likely be released to the general public in March or April.
Below, we have recapped known or rumored iOS 26.3 and iOS 26.4 features so far.
iOS 26.3
iPhone to Android Transfer Tool
iOS 26.3 makes it easier...
The iPhone 18 Pro Max will feature a bigger battery for continued best-in-class battery life, according to a known Weibo leaker.
Citing supply chain information, the Weibo user known as "Digital Chat Station" said that the iPhone 18 Pro Max will have a battery capacity of 5,100 to 5,200 mAh. Combined with the efficiency improvements of the A20 Pro chip, made with TSMC's 2nm process, the...
