Ming-Chi Kuo, one of the most trusted analysts in the technology world, recently shared groundbreaking details about Apple’s highly anticipated foldable iPhone model (iPhone Fold) on the MacroMicro podcast. According to Kuo, while an exciting announcement for the foldable iPhone is on the horizon, it may take longer than expected to get your hands on the device.

Apple’s Foldable Phone is Coming with an “iPhone X” Strategy!

Kuo states that the development process for the foldable iPhone is slightly behind schedule than initially planned. However, Apple plans to announce this product in the second half of 2026, no matter the cost.

The critical point here is the difference between “announcement” and “delivery.” According to Kuo, due to yield issues on the production line and difficulties in transitioning to mass production, it may take until 2027 for the device to reach shelves smoothly.

The renowned analyst compares this situation to the iPhone X launch in 2017. As you may recall, the iPhone X was introduced in September along with other models, but due to production difficulties, it couldn’t be released until November.

Kuo’s prediction: “The foldable iPhone will be introduced next year, but mass production will start quite late. Users will only be able to access the product in the last days of the year, or perhaps even in early 2027.”

According to Kuo, Apple sees the foldable phone as a “must-launch” move. The main reasons behind this haste are:

• AI (Artificial Intelligence) Compatibility: Large screens are much more advantageous for showcasing multi-mode AI content.
• The Last Stop Before Smart Glasses: Until the future where smart glasses with screens replace phones, Apple sees foldable devices as the most important step in the evolution of smartphones.

Previously, it was rumored that Apple was targeting a shipment of 8-10 million units for 2026. However, Kuo says that these figures will be revised downwards due to production difficulties and the fact that the specifications are not yet fully finalized. Many supply chain partners expect significantly lower sales volumes for the first year.