Apple's Foldable iPhone in 2026: A $2,000+ High-End AI Phone with 3-5 Million Units in Initial Production

Apple's Foldable iPhone in 2026: A $2,000+ High-End AI Phone with 3-5 Million Units in Initial ProductionRenowned analyst Ming-Chi Kuo recently released a significant prediction regarding Apple's highly anticipated foldable iPhone, shedding light on several key aspects of the device. The report suggests that this foldable iPhone is slated for mass production in 2026, positioned as Apple's top-tier model and targeting the "true AI phone" market

Apple's Foldable iPhone in 2026: A $2,000+ High-End AI Phone with 3-5 Million Units in Initial Production

Renowned analyst Ming-Chi Kuo recently released a significant prediction regarding Apple's highly anticipated foldable iPhone, shedding light on several key aspects of the device. The report suggests that this foldable iPhone is slated for mass production in 2026, positioned as Apple's top-tier model and targeting the "true AI phone" market. Its incredibly high price point, estimated at $2,000-$2,500 (approximately $18,126 at the current exchange rate), reinforces this premium positioning.

The prediction details key features and development plans. The design appears to favor the currently popular clamshell (horizontally folding) form factor. The internal screen is projected to measure approximately 7.8 inches, promising a crease-free display, while the external screen will be around 5.5 inches. The device is expected to be 9-9.5mm thick when folded and 4.5-4.8mm when unfolded, showcasing Apple's focus on sleek design.

Notably, the classic Touch ID fingerprint sensor is predicted to return, integrated into a side button. Given the thickness constraints and internal space limitations, the report suggests that Face ID might be omitted. The camera system will reportedly feature a dual-lens rear camera and a front-facing camera on both the inner and outer displays to cater to various usage scenarios.

To ensure both strength and a thin profile, Apple plans to utilize a titanium alloy chassis. Furthermore, the hinge, a crucial component in foldable phones, will be meticulously crafted from a composite of stainless steel and titanium alloy, reflecting Apple's commitment to quality and durability. The battery is expected to utilize the same high-density cells found in ultra-thin iPhones, aiming to maintain a slim form factor while delivering adequate battery life.

The development timeline is reportedly well-structured and tightly scheduled. Final design approval is projected for Q2 2025, followed by the commencement of mass production preparations in Q3 2025. Mass production is planned for Q4 2026, marking Apple's official entry into the foldable phone market.

However, due to the complex manufacturing process of the first-generation foldable iPhone, the yield rate may pose a challenge, resulting in a relatively conservative initial shipment estimate of 3-5 million units in 2026. Kuo predicts significantly larger shipments of up to 20 million units in 2027, with the launch of a second-generation model and improved manufacturing processes. This indicates Apple's confidence in the foldable iPhone's market prospects and its intention to make it a key player in the high-end smartphone market.

The $2,000-$2,500 price tag is undoubtedly a significant highlight of the report, underscoring Apple's commitment to positioning the device as a premium flagship. This price range not only surpasses most existing foldable phones but also aligns with Apple's consistent high-pricing strategy. The cost reflects the investment in R&D and materials, while also hinting at superior AI capabilities and overall user experience. Apple's designation of this foldable iPhone as a "true AI phone" suggests the integration of advanced AI technologies for a more intelligent and personalized user experience, potentially including a more powerful AI assistant, more accurate image recognition and processing, and smoother system interaction.

In summary, Kuo's prediction paints a picture of a highly anticipated Apple foldable iPhone. Its high-end positioning, advanced technologies, and premium price will significantly influence its market performance. While initial shipments are relatively low, Apple's ambitious plans and market outlook suggest the potential for this foldable iPhone to become a major competitor in the high-end smartphone market, profoundly impacting the industry. The high price point implies a top-tier experience to match, attracting users seeking cutting-edge technology and premium quality. 2026 will be a year to watch for this product's official unveiling and its ability to secure a prominent position in the fiercely competitive foldable phone market. Whether Apple, leveraging its brand influence and expertise in the high-end market, can successfully lead a new wave in the foldable phone market remains to be seen.