Apple is gearing up to release its first foldable iPhone, but recent insights from analyst Ming-Chi Kuo suggest a familiar timeline: an announcement in September 2026, while pre-orders may not commence until the fourth quarter, primarily due to production issues. Kuo forecasts that this foldable model will be revealed alongside the iPhone 18 Pro and iPhone 18 Pro Max.
Quickread: At a glance
- Apple’s first foldable iPhone is expected to be announced in September 2026.
- Pre-orders may only start in Q4 of 2026, as per Ming-Chi Kuo.
- Production difficulties are cited as the primary reason for this delay.
- The price is projected to range between $2,299 to $2,499 in the USA.
- The device has not yet been officially announced by Apple.
This situation mirrors the launch strategy used by Apple in 2017 with the iPhone X, where, despite a simultaneous announcement with the iPhone 8 and 8 Plus, pre-orders for the iPhone X didn’t begin until six weeks later. Kuo believes this pattern may repeat with the foldable iPhone.
Limited Availability of the Foldable iPhone
Currently labeled as the “iPhone Ultra” in speculation, this name is yet to be confirmed. Early reports suggest that Apple may position the foldable device as a premium offering outside the traditional iPhone 18 lineup.
A foldable smartphone features a flexible display. Typically, this means a standard screen on the outside, and a larger display when opened. This more complex technology requires precise coordination of the display, hinge, and casing.
The anticipated later launch is attributed to manufacturing challenges. Kuo estimates that early production will be limited to about 7 to 8 million units for 2026. In comparison, the iPhone 18 Pro and iPhone 18 Pro Max are projected to see combined sales of around 20 to 22 million units.
Price Expectations and Demand
Kuo also predicts a starting price range of $2,299 to $2,499 for the foldable iPhone in the U.S. Should initial demand exceed available supply, analysts warn that delivery times could extend to four to six weeks or even longer.
Apple’s Unverified Plans
It’s crucial to note that Apple has not officially confirmed the foldable iPhone. Details such as naming, exact launch dates, and pricing remain speculative, stemming from supply chain sources that require cautious interpretation.
If the information holds true, we might see the device unveiled in September 2026, with pre-orders possibly starting in October or even later. This could mean the foldable iPhone would function more as an additional premium model rather than a replacement for the standard Pro iPhones.
This update aligns with Apple’s cautious approach to launching new product categories. A pricey foldable iPhone with limited availability is likely intended as a prestige and test product rather than a mass-market model. The ultimate success of this venture will depend less on the mere announcement and more on how well Apple balances durability, software adaptations, and pricing.
