Apple Plans September 2026 Foldable iPhone with 7.8″ Display and 10–20 Million Unit Forecast
Asia supply chain checks show Apple will release its first foldable iPhone in September 2026 with a 7.7- to 7.8-inch inner display and forecast 10–20 million units. Bank of America cut its price target to $320 (from $325) and warned a shifted launch cadence could pressure 2026–27 unit volumes.
1. Foldable iPhone Development
Asia supply chain checks indicate Apple plans a book-style foldable iPhone for September 2026, featuring a 7.7–7.8-inch inner display, sub-10 mm folded thickness, Touch ID and eSIM-only support.
2. Price Target Revision
Bank of America cut its Apple price target to $320 from $325, applying a 32× multiple to calendar 2027 EPS of $9.94, reflecting adjustments for the higher expected average selling price of the foldable model.
3. Launch Cadence and Seasonality
Apple will launch foldable and Pro models in September, while base models and other variants could shift to March 2027, altering iPhone seasonality by moving volumes from the September and December quarters into the March quarter.
4. Demand Forecast and Production
Supply chain anticipates 10–20 million foldable iPhones at launch, exceeding rival volumes, and expects production strain to be managed through a staggered rollout to stabilize quarterly iPhone volumes at 60–70 million.