Apple's foldable iPhone, slated for a late 2026 release: Supply chain finalization imminent, focusing on horizontal fold

Apple's foldable iPhone, slated for a late 2026 release: Supply chain finalization imminent, focusing on horizontal foldAccording to Cailian Press on February 27th, market sources indicate that Apple plans to finalize the supply chain for its foldable iPhone by April. Mass production of components is expected to begin in the latter half of this year, with the highly anticipated device launching in the second half of 2026

Apple's foldable iPhone, slated for a late 2026 release: Supply chain finalization imminent, focusing on horizontal fold

According to Cailian Press on February 27th, market sources indicate that Apple plans to finalize the supply chain for its foldable iPhone by April. Mass production of components is expected to begin in the latter half of this year, with the highly anticipated device launching in the second half of 2026. This information has been confirmed by an insider.

In an interview, the insider confirmed the accuracy of the reports. They further stated that Apple's entry into the foldable phone market will significantly innovate the overall product craftsmanship, particularly concerning screen smoothness and crease reduction crucial aspects of user experience. Apple prefers a horizontally folding (book-style) design. The insider analyzed that this design's practicality is increasingly evident for business professionals in mobile office scenarios, while vertical folding (up-and-down) lacks sufficient application scenarios and, at comparable prices, offers a noticeably inferior user experience compared to straight-screen phones.

Since its inception in 2019, the foldable phone market has seen continuous, rapid growth in China, exceeding 100% year-over-year growth for four consecutive years. Market research firms predict approximately 20 million units of foldable phones will ship globally in 2025, potentially exceeding 70 million by 2029. This suggests immense market potential and a bright future.

As the global leader in the smartphone market, Apple's official foray into foldable phones will undoubtedly have a profound impact on the existing market landscape. Industry experts widely believe Apple's entry will significantly boost innovation and development within the foldable phone industry, leading to technological upgrades and enhanced user experience. Apple's brand influence and its advantages in R&D and supply chain management will solidify its position as a key player.

Reports indicate Apple is actively collaborating with supply chain partners to ensure timely production and launch of the foldable iPhone. This includes rigorous screening and testing of screen materials, hinge technology, and other crucial components. Apple's high standards for product quality and user experience lead to a cautious approach to supplier selection. Multiple rounds of evaluations and tests are anticipated before the final vendor list is confirmed, guaranteeing the final product meets Apple's stringent standards.

Apple's decision to release the foldable iPhone in late 2026 reflects its rigorous approach to technological breakthroughs and product refinement. This indicates a strategy of avoiding rushing the product to market, instead prioritizing technological maturity and a fully optimized user experience. This strategy aligns with Apple's past product launch approaches, emphasizing product quality and long-term development.

The choice of a horizontal fold also demonstrates Apple's keen market insight. The book-style design better suits the needs of business users, facilitating reading and work, aligning with Apple's target demographic of high-end consumers. This design also mitigates issues prevalent in vertical folding designs, such as screen creases and durability concerns.

Apple's entry will inevitably disrupt the current market structure. Samsung and Huawei currently hold leading positions with extensive product lines and significant market share. However, Apple's strong brand influence and technological prowess are poised to quickly establish it as a major competitor, attracting consumers with innovative, high-quality products.

This news injects new vitality into the market and further heightens consumer anticipation for Apple's future foldable product. Apple's entry will not only drive foldable technology development but also profoundly influence the future direction of innovation in the entire smartphone industry. As technology matures and costs decrease, foldable phones are likely to become a mainstream smartphone form factor. Apple's entry will undoubtedly accelerate this process. Whether Apple can leverage its advantages to succeed in the highly competitive foldable phone market remains to be seen.

Ultimately, the success of Apple's foldable iPhone hinges on achieving a perfect balance between technological innovation, user experience, and market positioning. Given the increasingly fierce market competition, Apple must deliver its most competitive product to secure a place in this emerging market. The next few years will present both challenges and opportunities in the foldable phone market, and Apple's participation is sure to make the competition even more exciting.