Analyst Ming-Chi Kuo shared insight into the anticipated timeline for the launch of Apple’s highly awaited iPhone Fold, suggesting that consumers may not see the device until 2027. During a recent appearance on the MacroMicro podcast, Kuo discussed the challenges surrounding the production of foldable iPhones and the company’s strategy moving forward.
In his remarks, Kuo emphasized that Apple views the iPhone Fold as a critical innovation that it needs to introduce, even if initial production volumes are modest. He stated, “From the company’s perspective, this product must be launched next year,” indicating a strong commitment to entering the foldable smartphone market, which he believes represents the next significant evolution in mobile technology. Kuo noted that foldable devices could serve as a bridge until smart glasses with displays can fully take over the smartphone’s role.
Kuo’s analysis also touched on Apple’s expected shipment numbers for the iPhone Fold. He reported that the company anticipates shipments between 8 and 10 million units for the device’s first year, although he cautioned that these estimates may be subject to revision as production hurdles are addressed. The exact timing of the iPhone Fold’s release remains uncertain, but Kuo’s insights clarify Apple’s intention to prioritize its entry into the foldable market.
During the podcast, Kuo also discussed other technology trends, including Google’s recent advancements with Gemini 3 and ongoing debates surrounding the potential of an AI bubble. His comments reflect a broader conversation in the tech industry about the impact of emerging technologies on consumer habits and market dynamics.
As Apple continues to navigate its development timeline, the anticipation for the iPhone Fold remains high. The decision to push for a launch, even with limited initial supply, illustrates the company’s belief in the future of foldable smartphones and their potential to reshape user experiences.
For those interested in a deeper dive into Kuo’s forecasts, the full interview is available on the MacroMicro podcast platform.
