Guo Mingchi: Apple folding screen iPhone starts production this fall, screen specifications have been determined – Passionategeekz

Passionategeekz On June 19, according to Apple analyst Ming-Chi Kuo, Apple supplier Hon Hai Precision (Foxconn) is expected to officially start producing Apple’s folding screens at the end of the third quarter (end of September) or early fourth quarter (October). iPhone. The device is scheduled to be officially released in the fall of 2026 along with the iPhone 18 series.

Although the September/October 2025 time node is approaching, Kuo said that many component specifications have not been finalized, including bearings that are of concern to the market. However, the folding screen specifications have been determined and the screen will be produced by Samsung Display.

According to rumors, the display of the iPhone with a foldable screen is about 5.5 inches when folded and can reach 7.8 inches when expanded. It will feature a half-fold design similar to the Samsung Galaxy Fold series, rather than a flip-style design with the Galaxy Flip. When fully expanded, the device may be only 4.5 mm thick and folded from 9 to 9.5 mm thick, making it extremely slim in full screen mode. Apple has invested a lot of effort in hinge design, and the device is expected to be barely visible to the crease. In addition, it will be equipped with an under-screen camera, but due to space limitations, some form of fingerprint recognition (Touch ID) may be used instead of Face ID. Of course, this device will also be quite expensive. Guo Mingchi had previously predicted that the price of Apple’s foldable iPhone would be between 2,000 and 2,500 US dollars (Passionategeekz Note: the current exchange rate is approximately 14,375 to 17,969 yuan), and this forecast was made before Apple faced high tariffs in China.

Mingchi Kuo predicts that Samsung Display will produce about 7 million to 8 million folding screen panels for Apple in 2026, while Apple plans to order a total of 15 million to 20 million folding screen iPhones. He speculated that the 15-20 million folding devices could need to support Apple’s market demand for two to three years, as the high price of the smartphone could limit its demand.

Kuo warned that Apple’s plans “may still change” before the project officially enters production.

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