Report: iPhone sales at risk, but Apple’s first foldable in 2026 will change that

Report: iPhone sales at risk, but Apple’s first foldable in 2026 will change that

  • 14.03.2025 18:00
  • 9to5mac.com
  • Keywords: danger, success

Apple is developing its first foldable device, set to launch in 2026, which is expected to revive iPhone sales after a dip in 2025. The foldable model features a 7.8-inch main screen and a 5.5-inch external display, targeting premium users.

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Estimated market influence

Apple

Apple

Negativesentiment_dissatisfied
Analyst rating: Buy

Negative impact due to lower iPhone sales in 2025 but expected recovery with foldable devices in 2026.

GF Securities

Positivesentiment_satisfied
Analyst rating: N/A

Provided positive outlook for Apple's foldable device launch, aiding recovery from iPhone sales decline.

Context

Analysis: iPhone Sales at Risk, but Apple’s First Foldable in 2026 Will Change That

Key Facts and Data Points

  • Analyst Report: Jeff Pu of GF Securities predicts that Apple's first foldable device will launch in 2026.
  • iPhone Sales Impact: Lower iPhone sales expected in 2025 due to delayed Siri experience, lowering market expectations.
  • Foldable Device Timeline:
    • At least one foldable device targeted for mass production in the second half of 2026.
    • Foldable device remains on track to enter "P1" stage (early prototyping) next month.
  • Ming-Chi Kuo’s Report: Confirms Apple's first foldable iPhone with:
    • 7.8-inch main screen and 5.5-inch external display.
    • Design resembling an iPad mini when unfolded.
  • Second Foldable Device: Rumored to have an 18-inch screen, possibly for a new Mac or iPad.
  • Design Goal: Create foldable devices with invisible crease.

Market Trends and Business Impact

  • Declining iPhone Sales: Delayed Apple Intelligence features (e.g., Siri) have reduced consumer interest in upgrading, leading to weaker-than-expected iPhone sales in 2025.
  • Foldables as Recovery Strategy: Apple’s foldable devices are expected to drive market recovery by 2026, positioning the company to regain momentum in the smartphone market.
  • Premium Segment Focus: The first foldable iPhone is positioned as a premium product, targeting high-end consumers and potentially competing with Samsung and other Android manufacturers.

Competitive Dynamics

  • Apple vs. Competitors: Apple’s entry into foldables will intensify competition, particularly with Samsung, which has been a pioneer in the foldable smartphone market.
  • Market Differentiation: Apple’s focus on an invisible crease and premium design could differentiate its foldables from competitors.

Strategic Considerations

  • Long-Term Effects: Foldable devices represent a strategic shift for Apple, signaling a move toward innovation beyond traditional smartphones. This could redefine the company’s product portfolio.
  • Regulatory Implications: As foldable technology evolves, potential regulatory changes (e.g., safety standards, screen durability) may impact market adoption and competition.

Conclusion

Apple’s first foldable device in 2026 is poised to address declining iPhone sales and reinvigorate the company’s position in the smartphone market. While challenges such as delayed features and competitive dynamics remain, the foldable strategy represents a critical step toward long-term growth and innovation.