Foldable iPhone Coming Soon? Analyst Reveals Details

Apple is likely preparing to enter the foldable smartphone market, with production plans for a foldable iPhone in progress, according to TF International Securities analyst Ming-Chi Kuo. The device could feature a display supplied by Samsung, one of Apple’s key component partners.

While Apple has not made any official announcements, Kuo stated that Samsung Display has been tapped as the supplier for the foldable screen. However, other components, particularly the hinge mechanism, are yet to be finalized. A commercial release could happen as early as 2026, though timelines remain flexible.

The foldable device is projected to fall in Apple’s premium pricing category. Apple’s internal development is said to follow its pattern of entering markets only after the technology matures, allowing it to sidestep early-stage issues experienced by rivals. Samsung’s early foldables, for example, were marked by reliability and screen integrity concerns.

Market data shows foldable smartphones comprised just 1.5 per cent of global shipments last year, with modest 3% annual growth. Apple’s strategy appears to prioritize timing and refinement, rather than rushing to match competitors. Incorporating Samsung’s advancements could allow Apple to avoid visible crease issues, a recurring flaw in current foldables.

Consumer interest, however, is highest among younger demographics. Surveys indicate that 83% of Americans aged 18-29 express interest in foldables, though broader consumer adoption has been limited by concerns about durability and cost. With iPhone revenue surpassing -$200 billion in 2024, Apple could see long-term gains by targeting even a niche of the projected 45.7 million-unit foldable market by 2028.

The partnership with Samsung Display also highlights an ongoing paradox in tech competition. While Samsung competes directly with Apple in the smartphone space, it simultaneously supplies key hardware components. Reports suggest Samsung may manufacture up to 8 million foldable displays for Apple in the next production cycle.

Such collaborations could benefit consumers, potentially accelerating innovation as both firms push to outdo each other. Apple’s entry might trigger Samsung to further strengthen its dominance in the segment, where it currently holds a 60 per cent market share.