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173 Kuo: iPhone Fold Production Challenges Could Limit Supply Next Year

MacRumors
Tim Hardwick @ MacRumors 2 place · today 08:12 EDT

Kuo: iPhone Fold Production Challenges Could Limit Supply Next Year

Apple's highly anticipated foldable iPhone could face supply shortages into 2027 despite a planned launch next year, according to analyst Ming-Chi Kuo.


Kuo said in a new research note:
"Development of the foldable iPhone is behind earlier expectations, but the product is still expected to [sic] announce in 2H26. Due to early-stage yield and ramp-up challenges, smooth shipments may not occur until 2027. With limited supply and expected strong demand, the foldable iPhone could be facing shortages until.

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