Apple’s Foldable iPhone Moves Closer to Reality, Mass Production Expected in 2026

Apple’s long-rumored foldable iPhone is finally taking tangible steps toward production, according to a new report from trusted analyst Ming-Chi Kuo of TF International Securities. In a recent update, Kuo revealed that Foxconn is scheduled to begin development work between Q3 and Q4 of 2025, with mass production likely in the second half of 2026.

Foldable iPhone Timeline at a Glance

• Late 2025: Foxconn to start development work

• Late 2026: Mass production window

• 2027–2028: Expected ramp-up in sales volumes

What’s Final (and What’s Not)

While many components are still being finalized—including the hinge, which may use a metallic glass material for added strength and durability—the foldable display panel is reportedly already locked in.

Samsung Display is preparing for an annual production capacity of 7 to 8 million units, though actual shipments in 2026 will likely be lower due to the late start in production.

Shipments & Market Forecast

There’s been buzz about Apple preparing to ship 15 to 20 million units, but Kuo clarifies this number likely refers to cumulative shipments across the first 2–3 years, not just 2026. That suggests:

• Initial volumes will be moderate in 2026

• Peak sales are expected in 2027–2028 as the supply chain matures and customer demand scales

• The device will likely target premium-tier buyers, carrying a higher price tag than traditional iPhones

Still Subject to Change

Kuo emphasized that while the development timeline is moving forward, Apple's plans could still shift before the product’s official reveal. Foldables require significant engineering and supply chain coordination, especially for a company with Apple’s standards for polish and durability.

What to Expect from the Foldable iPhone

Though details are still scarce, based on Kuo’s notes and past rumors, we can reasonably expect:

• A 7–8 inch foldable OLED display

• Metallic glass hinge mechanism

• Durability-focused materials to reduce crease visibility

• Likely iPad mini-style multitasking features when unfolded

• A premium price, likely above the Pro Max tier

Bottom Line

Apple’s foldable iPhone is no longer just theoretical—it’s now on a realistic path to market, with a 2026 debut looking increasingly likely. If all goes to plan, the 2027 iPhone lineup may look very different—with foldables finally entering the Apple ecosystem.