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Apple Foldable iPhone Updates: 1. Assembly supplier Foxconn is expected to officially kick off the project in late 3Q25 or early 4Q25. As of now, many component specifications (including the hinge, which has drawn considerable market attention) have yet to be finalized. 2. The foldable display is one of the few components with finalized specifications and serves as a good reference for estimating potential shipments. Samsung Display (SDC) plans to build annual production capacity for 7-8 million foldable panels to supply the 2026 foldable iPhone. Given that actual production in 2026 may span only a few months, panel shipments that year are likely to fall short of full capacity. 3. Recent market rumors suggest Apple has placed an order for 15–20 million foldable iPhones. Based on checks across multiple components, this volume likely reflects cumulative demand over the product’s 2–3 year lifecycle, rather than 2026 alone. This indicates that Apple’s foldable iPhone, expected to enter mass production in 2H26, may ship several million units annually in both 2027 and 2028, possibly due to its premium pricing. 4. It’s worth noting that all plans remain subject to change prior to the official project kickoff.