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Investing.com -- Apple could introduce its first foldable iPhone by late 2026, according to TF International Securities analyst Ming-Chi Kuo.
According to the analyst, who focuses on the Apple (NASDAQ:AAPL) supply chain, the device, which has been rumoured for years, is expected to feature a book-style design, a 7.8-inch crease-free inner display, and a 5.5-inch outer screen, offering users a larger, AI-driven experience.
Kuo describes the foldable iPhone as a “true AI-driven phone”, emphasizing that the larger screen will enhance AI functionalities.
The analyst adds that users may be able to chat with a virtual assistant while simultaneously viewing maps or processing documents.
However, the device will come at a premium, with an estimated price between $2,000 and $2,500. Despite the high cost, Kuo believes Apple’s strong brand loyalty will generate demand, provided the quality meets expectations.
Kuo expects the foldable iPhone to include a side-mounted Touch ID sensor, potentially replacing Face ID due to space constraints.
In addition, it is suggested that it will also feature a dual-lens rear camera, a hinge made of stainless steel and titanium alloy, and a high-density battery similar to the upcoming iPhone 17.
Kuo outlines a clear development timeline, with final specifications set by Q2 2025 and mass production beginning in Q4 2026. The analyst says Apple is also planning a second-generation foldable iPhone for the second half of 2027, which could bring further refinements.
Kuo believes production will initially be limited, with only 3–5 million units expected in 2026. However, combined with the second-generation model, foldable iPhone shipments could reach 20 million units by 2027.