Ming-Chi Kuo: Apple will begin mass production of its first foldable iPhone in the second half of 2026, with planned orders of 15 to 20 million units

According to the latest information released by Guo Mingqi, an analyst at Tianfeng International Securities, Apple Inc. (AAPL.US) has confirmed that the key decision regarding its first foldable iPhone is aligned with the mass production plan in the second half of 2026. Apple has abandoned its self-developed foldable screen technology and decided to adopt Samsung Display's crease-free screen solution, which suppresses creases and enhances durability by optimizing the hinge and screen structure.

Foxconn will initiate the trial production process for the foldable iPhone at the end of the third quarter or the beginning of the fourth quarter of 2025 (around late September to early October), with plans for official mass production in the second half of 2026. The initial shipment volume will support market demand in 2026.

Guo Mingqi stated that Samsung Display will exclusively supply the foldable OLED panels, with an annual production capacity locked in at 7 to 8 million units, featuring a 7.8-inch main screen (in unfolded state) + 5.5-inch outer screen design, supporting under-display camera technology. Fine M-Tec provides titanium alloy and stainless steel composite material hinges, optimizing lightness and durability.

The first foldable iPhone is expected to be priced between $2,000 and $2,500, targeting the high-end market, and will be released alongside the iPhone 18 series in the fall of 2026. Apple has planned an order volume of 15 to 20 million units to cover demand over the next 2-3 years