Apple's First Foldable iPhone: A Premium AI-Driven Device Set for Late 2026 Launch

7 Sources

Apple is reportedly developing its first foldable iPhone, expected to launch in late 2026 or early 2027. The device is positioned as a premium, AI-driven phone with a book-style design and a price tag exceeding $2,000.

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Apple's Foray into Foldable Smartphones

Apple is set to enter the foldable smartphone market with its first foldable iPhone, expected to launch in late 2026 or early 2027. According to renowned analyst Ming-Chi Kuo, this device will be positioned as a premium, AI-driven phone with a book-style design 1.

Design and Specifications

The foldable iPhone is rumored to feature a 7.8-inch "crease-free" inner display and a 5.5-inch outer display 2. When folded, the device is expected to measure between 9 and 9.5 mm thick, reducing to 4.5 to 4.8 mm when unfolded 1. The casing will reportedly be made of titanium alloy, with a hinge combining stainless steel and titanium alloy 2.

Camera and Authentication

The foldable iPhone is expected to feature a dual-lens rear camera and a front-facing camera accessible in both folded and unfolded states 1. Interestingly, Kuo suggests that the device may forgo Face ID authentication in favor of a Touch ID side button, potentially due to space constraints 2.

AI Integration and User Experience

Apple is positioning this device as a "true AI-driven phone," with the larger screens allowing for an enhanced multi-tasking AI experience 1. The device is expected to feature multimodal functionality and cross-app integration, enabling users to perform tasks like chatting with an AI assistant about travel plans while simultaneously viewing a map 3.

Pricing and Market Positioning

The foldable iPhone is expected to come with a premium price tag, potentially exceeding $2,000 and possibly reaching $2,500 3. Despite this high price point, Kuo believes that Apple's loyal fanbase will view it as a "must-have device" if it meets quality expectations 1.

Production Timeline and Sales Projections

Apple is reportedly aiming to finalize the device's specifications in the second quarter of 2025, with the project officially kicking off in the third quarter 2. Mass production is planned for the fourth quarter of 2026 3. Initial shipments are projected to be between 3 and 5 million units for 2026, with potential for up to 20 million units shipped by 2027, including a second-generation model 4.

Industry Impact

While other foldable phone makers may see Apple as a competitor, the entry of the tech giant into this market could potentially boost the mainstream adoption of foldable devices 2. Apple's marketing power and brand loyalty could significantly impact the foldable smartphone landscape, potentially making similar Android-based devices appear more affordable by comparison 2.

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