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Ming-Chi Kuo Predicts Apple’s Foldable iPhone to Start at USD2,000; Mass Production Slated for 4Q26
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Ming-Chi Kuo, a reputable Apple analyst at TF International Securities, predicted that Apple (AAPL.US)’s first foldable iPhone will emerge as a true AI-powered smartphone and the top-tier iPhone model, with an estimated price range of USD2,000-2,500 or higher. Given the rigid demand for iPhones and strong brand value of Apple, Kuo believed that as long as the quality is good enough, the premium pricing could still trigger a significant upgrade cycle. Kuo forecast that the foldable iPhone will feature a dual-screen design with a left-right folding mechanism, boasting a crease-free inner display of approximately 7.8 inches and an outer screen of about 5.5 inches. Touch ID is expected to be integrated into the side button. The final specifications for the foldable iPhone are projected to be finalized in 2Q25, with mass production slated to begin in 4Q26. Shipments in 2026 are estimated to reach 3 million to 5 million units. Due to the high production complexity, large-scale manufacturing may not be feasible until 2027, Kuo added. By that time, a second-generation foldable iPhone could emerge, and Kuo estimated that total shipments of foldable iPhones in 2027 will reach 20 million units. AAStocks Financial News |
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