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Apple to launch premium-priced foldable iPhone in 2026 – Ming-Chi Kuo

  • Apple is expected to release a foldable iPhone in 2026, featuring a Samsung Display foldable panel and premium pricing, according to analyst Ming-Chi Kuo.
  • The production plans involve up to 8 million panels for the folding iPhone, with assembly supplier Foxconn set to start the project in late 2025 or early 2026.
  • Component specifications, including the hinge, remain undecided at this stage.
  • Samsung Display plans to create an annual production capacity of 7-8 million foldable panels to supply the 2026 foldable iPhone.
  • Recent rumors suggest Apple has ordered 15-20 million foldable iPhones, likely reflecting demand over several years rather than just 2026.
  • The foldable iPhone is expected to enter mass production in the second half of 2026, with potential shipments of several million units annually in 2027 and 2028.
  • All plans are subject to change before the official project kickoff.
  • Apple’s software chief, Craig Federighi, mentioned that the iPad shouldn’t run macOS but can draw inspiration from the Mac.
  • Apple debuted a new ad for Apple Arcade featuring popular video game characters like Pac-Man and SpongeBob.
  • Apple Intelligence's on-device transcription technology is significantly improving speech-to-text performance with speeds over twice as fast.
  • Texas Instruments announced a significant investment of over $60 billion across seven U.S. semiconductor fabs, marking it as the largest investment by the company.
  • Apple TV+ announced the return of the original kids and family series 'Yo Gabba GabbaLand!' for a second season.
  • MacDailyNews highlighted the anticipation surrounding the upcoming foldable iPhone, emphasizing Apple's potential to innovate in the foldable smartphone space effectively.
  • MacDailyNews expressed willingness to wait for the manufacturing capabilities required for a foldable iPhone at scale.
  • Support options for MacDailyNews, such as subscribing to their Substack or shopping on Amazon to support the platform, were highlighted.

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