"Insights by GreyB Kuo's stated, "Apple recently revised its shipment forecasts for the foldable iPhone upward to 8-10 million units in 2026 and 20-25 million in 2027 (vs. previous estimate of 6-8 million and 10-15 million, respectively)." In other words, Apple just got a lot more bullish about the number of folding iPhones it expects to sell in the coming years. Apple would likely not announce its folding iPhone until its fall 2026 iPhone event, a year from now."
"By comparison, Samsung is planning to ship 2.4 million of its Samsung Fold 7 phone (a 9% increase over last year's model), according to Korean source, . The Fold 7 is the model that is potentially the most like the one Apple is reportedly preparing to launch -- an 8-inch foldable phone with a cover screen that is close to the size of a standard smartphone."
"If Apple is planning to more-than-triple the number of units of the Fold 7 that Samsung is planning to sell, then that would indicate that the company has tremendous confidence in the prototypes it's currently making ahead of a launch in 2026. After all, Samsung has been refining the foldable phone concept for years. And recently, Chinese manufacturers have also been producing cutting edge foldables such as the Honor Magic V5 and the Oppo Find N5."
Ming-Chi Kuo reports Apple increased foldable iPhone shipment forecasts to 8–10 million units in 2026 and 20–25 million units in 2027, up from earlier estimates. Apple holds over 30 patents related to folding phones, indicating substantial development work. The larger production targets suggest strong confidence in current prototypes and readiness for mass production. A foldable iPhone would likely be announced at the fall 2026 iPhone event. Samsung plans roughly 2.4 million Fold 7 units, while Chinese brands such as Honor and Oppo are also releasing advanced foldable smartphones.
Read at ZDNET
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