Overview
- Taiwan supply‑chain reports say the foldable iPhone is in engineering validation testing with mass‑production preparation underway and a hinge using a liquid‑metal alloy.
- UDN, cited by Heise, reports the inner display will come exclusively from Samsung with Apple‑specific panel structure and laminating, while the hinge was co‑developed with SZS and Amphenol.
- Multiple outlets cite September 2026 as the targeted launch window for the device, which is described as aiming for a near crease‑free unfolded display.
- Fubon Research estimates a $2,399 entry price, contrasting with earlier UBS analysis that modeled materials costs near $759 and a potential $1,800–$2,000 retail range, with European prices likely higher.
- Counterpoint forecasts Apple will ship about 243 million iPhones in 2025 versus roughly 235 million for Samsung and remain No. 1 through at least 2029, aided by strong iPhone 17 demand.