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Folding iPhone could stay a niche product for years
- Production of the folding iPhone with a foldable screen is set to begin soon, expected to be a niche product.
- Apple plans to make a limited number of folding iPhones, possibly around a few million.
- The high cost of the folding iPhone, expected to be around $2,000, might restrict its widespread adoption.
- Apple's assembly supplier Foxconn is set to start the folding iPhone project by late 2025 or early 2026.
- Samsung will be the sole supplier of flexible OLED panels for the foldable iPhone, with a production capacity of 7-8 million foldable panels.
- Apple is cautious about the production volume of the folding iPhone, considering the limited demand for foldable handsets in the market.
- Rumors suggest Apple has ordered 15-20 million foldable iPhones, indicating a slow pace of releasing new foldable models over the years.
- The cost factor is a key reason for foldable smartphones remaining niche products, with high prices like the Samsung Galaxy Z Fold 6 and Google Pixel 9 Pro Fold.
- The folding iPhone is unlikely to replace Apple's premium 'Pro Max' model in 2026 to avoid financial risks.
- The demand for foldable smartphones, including Android models, remains limited, contributing to the folding iPhone's niche positioning.
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