BlockBeats information: On July 5, Ming-Chi Kuo, an analyst at Tiantian Worldwide Securities, posted that the foldable iPhone could observe the identical script because the iPhone X—launched alongside different fashions however with later pre-orders and official launch dates, and provide constraints could persist till the top of 2026.
Primarily based on third-quarter 2026 stock ranges, the foldable iPhone is prone to resemble the iPhone X in 2017, when the iPhone X and iPhone 8/8 Plus had been unveiled collectively on September 12, however resulting from inadequate provide, pre-orders and official launch had been delayed till October 27 and November 3, respectively. Because of restricted third-quarter shipments, the foldable iPhone may additionally not open pre-orders or launch till the fourth quarter of 2026.
Guo Mingchi believes that, after participating with telecom operators, gross sales channels, and resellers/brokers, he assesses that demand for the foldable iPhone will stay robust at the very least till the top of 2026, even when its worth reaches roughly $2,300 to $2,500. This means that the foldable iPhone could promote out quickly after pre-orders open, with transport wait occasions shortly extending to 4 to 6 weeks or longer, persisting by means of December. He believes that the foldable iPhone’s restricted preliminary provide, distinctive design, and revolutionary consumer expertise might drive up short-term resale costs; a resale premium of fifty% to 100% above the official worth is just not unlikely.