Ming-Chi Kuo has weighed in on the state of Apple's first foldable iPhone, which has been the subject of various rumours in the last few weeks. According to the leaker, final specifications of the so-called iPhone Fold will not be finalised until Q2 2025. As a result, various elements are still undecided and could be changed over the next few months.
Nonetheless, Kuo expects Apple to launch its first foldable in 2H 2026, presumably timed with the arrival of the iPhone 18 series. The analyst adds that Apple is targeting a mere 3-5 million units for 2026, but upwards of 20 million units for a second-generation model throughout late 2027 and 2028.
Having top billing within Apple's iPhone series will see it command a high starting price though, which Kuo estimates to be more than $2,500. To justify this price, Apple is expected to deliver a first-generation foldable that is 4.5~4.8 mm thick when opened and 9~9.5 mm when closed. While those measurements do not quite add up, Kuo asserts that Apple will compromise on Face ID hardware and its conventional triple camera set-up to minimise device thickness.
Instead, the iPhone Fold will adopt two rear-facing cameras and a side-mounted capacitive fingerprint sensor like the Oppo Find N5 and the Galaxy Z Fold6 (curr. $1,549 on Amazon). Moreover, Apple is said to be sourcing stainless steel hinge components and titanium for the device's body. The analyst suggests that the iPhone Fold will feature a 3:2 aspect ratio too, which will yield 5.5-inch cover and 7.8-inch foldable displays.