Ming-Chi Kuo: Apple's foldable iPhone is expected to start production at the end of Q3 or the beginning of Q4
Tianfeng International analyst Ming-Chi Kuo recently stated that Apple's supplier Hon Hai Precision (Foxconn) is expected to officially start production of Apple's foldable iPhone by the end of the third quarter or the beginning of the fourth quarter of 2025. Currently, many components have not yet been finalized, such as the most critical hinge part. However, the specifications for the foldable screen have been confirmed, and the screen will be produced by Samsung Display. Kuo expects that Samsung Display will produce about 7 to 8 million foldable screen panels for Apple in 2026, while Apple plans to order a total of 15 to 20 million foldable iPhones. He speculates that these 15 to 20 million foldable devices may need to support Apple's market demand for two to three years, as the high price of this smartphone may limit its demand. Kuo also mentioned that Apple's plans "may still change" before the project officially enters the production phase
According to the Zhitong Finance APP, Tianfeng International analyst Guo Mingqi recently stated that Apple's (AAPL.US) supplier Hon Hai Precision (Foxconn) is expected to officially start production of Apple's foldable iPhone by the end of the third quarter or the beginning of the fourth quarter of 2025. Currently, many components have not yet been finalized, such as the most critical hinge part. However, the specifications for the foldable screen have been determined, and the screen will be produced by Samsung Display.
Guo Mingqi expects that Samsung Display will produce approximately 7 to 8 million foldable screen panels for Apple in 2026, while Apple plans to order a total of 15 to 20 million foldable iPhones. He speculates that these 15 to 20 million foldable devices may need to support Apple's market demand for two to three years, as the high price of this smartphone may limit its demand.
Guo Mingqi also mentioned that Apple's plans "may still change" before the project officially enters the production phase
