- Morgan Stanley forecasts 7 million to 8 million foldable iPhones built in late 2026 and up to 20 million units in the first product cycle.
- The foldable iPhone is expected to carry a $2,300 to $2,500 price, while Pro models receive price increases exceeding $200 because of higher NAND and DRAM costs and the shift to TSMC's 2nm process.
- Shipments are expected to begin in October or early November 2026, with demand anticipated to exceed available supply during the initial launch period.
Quotes
“tends to outperform heading into launch events but bullish momentum dwindles on the day itself”
“the broadest like-for-like price increases in company history”