Prominent analyst Guo Mingchi has projected that Apple’s foldable iPhone could see a launch in the latter half of 2026, albeit with a potentially constrained initial supply. Based on his in-depth industry analysis, he anticipates that assembly shipments of the foldable iPhone will amount to 7 to 8 million units during the second half of 2026. Specifically, approximately 500,000 to 1 million units are expected to be shipped in the third quarter, constituting 10% of Apple’s total shipments for that period. The device is likely to be priced between $2,300 and $2,500. Given the anticipated supply limitations, the resale market could witness a significant markup, with prices possibly surging 50% to 100% above the retail cost. Guo Mingchi emphasizes that the timeframe from late 2026 through the first quarter of 2027 will be pivotal in gauging the sales trajectory of the foldable iPhone.
