Apple Foldable iPhone Output Stalls at Hundreds a Day as $2,500 Launch Nears
Updated
Updated · Yahoo Finance · Sep 4
Apple Foldable iPhone Output Stalls at Hundreds a Day as $2,500 Launch Nears
3 articles · Updated · Yahoo Finance · Sep 4
Summary
Early foldable iPhone production is running at only a few hundred units a day, setting up an immediate supply squeeze for what could be Apple’s biggest new hardware category in years.
Strict quality-control standards are reportedly holding back manufacturing yields, limiting near-term revenue impact even as the device is expected to sell for about $2,300 to $2,500.
Ming-Chi Kuo estimates second-half 2026 foldable iPhone shipments at 7 million to 8 million units, with just 500,000 to 1 million units in the third quarter.
That scale would still trail Apple’s core premium lineup, with Kuo projecting 20 million to 22 million iPhone 18 Pro and Pro Max shipments in Q3.
Attention now shifts to Apple’s Sept. 9 event, where investors will watch for pricing, launch timing, availability and signs production can ramp without easing quality standards.