Apple's foldable iPhone may face iPhone X problem
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Apple's foldable iPhone may face iPhone X problem Moz Farooque ACCA Mon, July 6, 2026 at 12:24 PM EDT 1 min read AAPL This article first appeared on GuruFocus . Apple ( NASDAQ:AAPL ) may be preparing a familiar playbook for its first foldable iPhone: big launch, limited supply, and possibly delayed sales. International Securities analyst Ming-Chi Kuo said Apple's foldable iPhone could repeat the iPhone X launch pattern from 2017, when new design and manufacturing challenges kept early supply tight. His latest supply-chain survey points to just 500,000 to 1 million units shipping in Q3 2026, far below the 20 million to 22 million expected for the iPhone 18 Pro and Pro Max. Warning! GuruFocus has detected 3 Warning Signs with MU. Is AAPL fairly valued? Test your thesis with our free DCF calculator. Kuo still expects Apple to unveil the foldable model at its usual September event. But pre-orders and official sales may be pushed into Q4, similar to the iPhone X, which was announced in September but did not go on sale until November. The issue is not demand. It is production. Kuo said the foldable iPhone, like the iPhone X, appears to depend on a major user-experience leap that is difficult to manufacture at scale. He expects pricing around $2,300 to $2,500 and warned that scarce early supply could create a resale premium of 50% to 100% above the official price.
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