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Chinese Makers Preempt Apple With New Foldables as Cupertino Readies iPhone 18 Pro Line

Tight supplies for advanced 2nm chips and memory are pushing manufacturers to focus on high‑end Pro and foldable models, which could limit immediate retail availability.

Overview

  • Xiaomi officially launched the Xiaomi 18 Fold on Monday, Sept. 7, announcing a 5.38‑inch outer and 7.58‑inch inner display, Leica‑tuned cameras led by a 200MP sensor, an in‑house 3nm Xring O3 chip, and China pricing starting at 10,999 yuan.
  • Huawei moved its ultra‑premium Mate XT 2 trifold into the same pre‑Apple window with a dual‑hinge design and a new LogicFolding chip philosophy aimed at pushing engineering differentiation.
  • Apple is scheduled to hold its 'Surprise and Shine' event on Wednesday, Sept. 9, where the company is widely reported to show the iPhone 18 Pro models and its first book‑style foldable iPhone though those foldable details remain unconfirmed until Apple speaks.
  • Industry reporting ties higher expected prices to scarce components and TSMC's move to 2nm chips, with leaks suggesting Apple’s A20 Pro will use 2nm silicon and analysts forecasting foldables will start above US$2,000.
  • Supply‑chain constraints around advanced wafers and memory could stagger rollouts, analysts say Apple’s entry may quickly reshape foldable market share, and consumers should expect limited initial supplies and higher average selling prices.