Apple’s Anticipated Foldable iPhone Launch
As anticipation builds for the imminent release of the iPhone 17, the spotlight is rapidly shifting to Apple’s potential game-changer: a foldable iPhone expected in 2026. This shift marks a significant innovation in Apple’s smartphone strategy.
JPMorgan’s Insight on the Foldable iPhone
Recent predictions from JPMorgan have stirred excitement among investors. According to analyst Samik Chatterjee, Apple aims to unveil its first foldable iPhone in September 2026, aligning with industry expectations and leaks. The upcoming device is projected to join the iPhone 18 lineup, drawing comparisons to Samsung’s successful Galaxy Z Fold series.
“With the upgrades to the iPhone 17 series to be released this fall expected to be fairly limited, investor focus has already turned to the 2026 fall launches,” Chatterjee noted.
Specifications and Features of the iPhone Fold
The anticipated iPhone Fold is rumored to feature a striking 7.8-inch inner display complemented by a 5.5-inch outer screen. One of its standout features may be the elimination of the crease, a significant advancement over existing foldable smartphones.
This crease-free display technology is expected to debut in the broader smartphone market with Samsung’s Z Fold 8 next year, positing Apple to lead with innovative design.
Revenue Projections and Market Impact
Chatterjee has set an estimated price point of $1,999 for the foldable iPhone, which is considerably lower than prior expectations ranging from $2,100 to $2,300. This pricing is anticipated to create a substantial revenue opportunity of $65 billion, projecting a boost to Apple’s earnings in the medium term.
Regarding sales, projections suggest that shipments may commence in the “low teens” of millions in fiscal 2027, with an impressive growth trajectory reaching the “mid-40s of millions by fiscal 2029.”
Supply Chain Benefits from Foldable iPhone
The impact of a foldable iPhone extends beyond just Apple, benefiting various players in the supply chain. Chatterjee identifies connector manufacturer Amphenol and specialty glass producer Corning as primary beneficiaries, driven primarily by their high product content in foldable devices.
Notably, both companies exhibited strong financial performance in 2025, with Amphenol’s shares rising over 50% year-to-date, and Corning up more than 30%, outperforming the S&P 500’s 8% increase. In contrast, Apple has faced challenges, with its stock experiencing a decline of over 10% this year.
Conclusion: The Future of Apple Innovation
As Apple gears up for the iPhone 17 launch, the upcoming foldable iPhone promises to be a pivotal development in the smartphone landscape. With groundbreaking features, strategic pricing, and significant market impact, Apple seems poised to redefine user experiences in the mobile technology realm.
