Apple Still Finalizing Key Parts of Its Foldable iPhone [Kuo]

A new report from TF International Securities analyst Ming-Chi Kuo offers fresh details on Apple's long-anticipated foldable iPhone. According to Kuo, supplier Foxconn is set to begin work on the project between the third and fourth quarters of 2025, with mass production expected in the second half of 2026.

In an update shared on X, Kuo says the project is set to begin in late 2025, though many key components like the hinge are still being finalized. Some rumors suggest Apple may use a metallic glass material for the hinge—a design choice that's drawn particular attention.

The foldable display is one of the few components with finalized specs, according to Kuo, and it serves as a useful reference point for estimating potential shipment volumes. He reports that Samsung Display is preparing to build an annual production capacity of 7 to 8 million panels to supply the 2026 foldable iPhone. However, because mass production is expected to start late in the year, actual panel shipments in 2026 may fall short of full capacity due to the limited production window.


Addressing recent market chatter about Apple ordering 15 to 20 million foldable iPhones, Kuo believes this volume likely reflects the cumulative demand over the product's two- to three-year lifecycle, not just for 2026. This suggests that the foldable iPhone, which is expected to carry a premium price tag, may ship several million units annually in 2027 and 2028.

As always, Kuo added that all plans are subject to change before the project is officially launched.

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