
iPhone Sales Dilemma: How Apple's First Foldable Will Reshape the Market in 2026
2025-03-17
Author: Kai
Apple is navigating through turbulent waters as iPhone sales face significant challenges. Latest insights from renowned analyst Jeff Pu of GF Securities reveal that the tech giant is gearing up to launch its first foldable device in 2026, a move that could potentially turn the tide for the company amid disappointing sales figures projected for 2025.
The rumors surrounding Apple's foldable device have gained traction, suggesting that this innovative product will not only diversify Apple's offerings but also revitalize consumer interest in the brand. According to Pu, the anticipated release of a new Siri experience delayed until 2026 has dampened market expectations for iPhone sales this year. Customers who hoped for groundbreaking features from the iPhone 16 may hesitate to upgrade, given that these promises remain unmet.
The Potential of Foldable Technology
So, what will reignite Apple's sales? Analysts, including the highly regarded Ming-Chi Kuo, believe that the introduction of Apple's foldable devices may be the answer. Pu emphasizes that the market is likely to stabilize by 2026, irrespective of the capabilities showcased by Apple Intelligence, largely due to the appeal of the foldable lineup, which is expected to include at least two unique devices.
Insider reports suggest that one of these foldables is set to enter mass production in the latter half of 2026, as Apple collaborates closely with suppliers on the design and development phases. Notably, Pu confirms the foldable device is on track to reach an early prototyping phase known as "P1" next month.
Pricing and Design Insights
In an earlier report, Kuo indicated that Apple's first foldable iPhone could retail for over $2,000, marking it as a premium model featuring a spacious 7.8-inch main screen and a 5.5-inch external display. When unfolded, the device is said to bear a striking resemblance to an iPad mini, promising an enticing blend of functionality and portability.
Furthermore, Apple is also purportedly developing a robust foldable product boasting an impressive 18-inch display, potentially paving the way for a novel Mac or iPad experience. The company aims to eliminate visible creases in its foldable technology, indicating a commitment to aesthetic and practical excellence.
Looking Ahead
As the excitement builds around these prospective foldable devices, the tech community and Apple enthusiasts alike are left wondering: Can these innovations restore Apple's dominance in the smartphone market?
Stay tuned as we anticipate more developments on Apple's folding future—one that may very well redefine our understanding of mobile technology!