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Apple’s first foldable iPhone is scheduled for release in December 2026

Apple
Photo: Apple - bluestork/ Shutterstock.com

Apple is working on the development of its first foldable smartphone, with initial shipping expected in December 2026. Analyst Tim Long, from Barclays, pointed out in a recent report that the device, provisionally known as iPhone Fold, will have a staggered launch. The expectation is for an announcement with the iPhone 18 Pro line in September of the same year, but deliveries will begin three months later. Essa strategy is reminiscent of the model adopted with the iPhone X in 2017, when revolutionary products gained a separate window for production and distribution.

The adjusted schedule allows more time for technical refinements on complex components such as the hinge and flexible display. Fontes of the supply chain indicate challenges in manufacturing at scale to ensure durability and quality. Apple has not yet officially confirmed the project, but consistent rumors point to a book-type model with an internal screen of around 7.8 inches without a visible crease and an external screen of 5.5 inches.

Adjusted release schedule

The iPhone 18 Pro and iPhone 18

Experts note that this approach ensures focus on the quality of the new format. Atrasos in the supply chain, including memory and advanced chips, influence the decision.

Expected specifications on the foldable iPhone

Rumors indicate internal screen with advanced technology to reduce creasing to a minimum. The front camera on the external display uses a small hole, keeping Dynamic Island.

The designed battery reaches around 5,500 mAh, a value higher than many current models in the line. The A20 Pro chip, based on a 2 nm process, should deliver high performance for multitasking.

Competition in the foldable market

Samsung, Motorola, Google, OnePlus and Xiaomi have been offering foldable options for years. Modelos like Galaxy Z Fold7 and Razr highlight the segment.

The entry of Apple occurs at a time of market growth. Counterpoint Research estimates a 20% expansion in global sales of foldables in 2026.

Apple’s projected impact on the industry

The arrival of the foldable iPhone should change competitive dynamics. Counterpoint Research projects Apple to capture 28% of the global market in the year of launch.

In América of Norte, the share can reach 46%. Essa projection considers the power of Apple’s brand and ecosystem to attract premium consumers.

Possible additional models in 2027

Reports suggest that Apple may revive the iPhone Plus or launch the iPhone Air 2 in March 2027.

The Plus line disappeared in 2025, replaced by the ultra-thin iPhone Air, which recorded lower-than-expected sales. The return of larger options aims to meet varied demands.

Technical and strategic challenges

The production of foldables requires precision in hinges and flexible screens. Apple prioritizes solutions that avoid common problems, such as pronounced creasing and limited durability.

Internal testing ruled out clamshell format due to lack of compelling use cases. The focus remains on the book type, optimized for productivity and content consumption.

Estimated price and positioning

The foldable iPhone should start at around US$2,000, in line with premium competitors like the Galaxy Z Fold. Essa range reflects advanced materials and top-of-the-line positioning.

Apple is betting on a late but impactful entry to gain a significant share. The integrated ecosystem favors rapid adoption among existing users.

Global market outlook

The foldables segment grows with a focus on book-type devices. Counterpoint Research points out that these models will represent 65% of shipments in 2026.

The Apple reinforces this trend by opting for a format that favors multitasking and a larger screen. The combination of hardware and software must differentiate the product.