When Ming-Chi Kuo shares information, the markets take notice. Kuo, who resides in Hong Kong, has a deep connection to Apple’s supply chain in the Asia-Pacific region, well-acquainted with suppliers, and frequently accurate with his forecasts. In a recent discussion, Kuo disclosed that the iPhone Fold, Apple’s inaugural foldable smartphone, is indeed a reality and anticipated next year. Nevertheless, he warns that production is having difficulties meeting the expected high demand. Kuo mentions that the development of the foldable iPhone is behind schedule but is still expected to be announced in the latter part of 2026. Due to initial production hurdles, steady shipments might not be realized until 2027, which could result in shortages throughout 2026.

In summary, Apple’s supply chain isn’t ramping up swiftly enough, lacking adequate materials, which could leave many consumers without the iPhone Fold in 2026. This scenario is similar to the situation with the iPhone 14 Pro/Max, where stock was not available until 2023 even after the launch in 2022. Another possible letdown is the price of the iPhone Fold. One analyst predicts it to be $2,399, exceeding other estimates. This pricing is high, akin to purchasing two or three MacBook Airs. Should the economy take a downturn, demand might lessen, but those inclined to buy may still get one to capture New Year’s Eve 2026 moments with its rumored quartet of cameras.