The tech world is buzzing with anticipation as renowned securities analyst Ming-Chi Kuo shares his latest insights into Apple’s first-generation foldable iPhone. With an expected launch timeline stretching into 2026, this device is set to redefine the iPhone experience, combining cutting-edge AI capabilities with a foldable form factor.
Not Just Foldable—A True AI Powerhouse
Unlike existing Apple Intelligence-powered devices, this foldable iPhone is expected to be a true AI-driven smartphone. The larger, dual-display format will enable advanced multimodal interactions, allowing AI to function seamlessly across different apps. One intriguing example is its ability to integrate AI into real-time activities—imagine discussing a travel itinerary with a chatbot, and having the device automatically generate a fully interactive map, complete with suggested routes, hotel bookings, and restaurant recommendations.
With Apple’s aggressive push into artificial intelligence, this foldable iPhone could introduce AI-driven automation at an unprecedented level. Features like real-time transcription, intelligent multitasking, and on-the-fly image generation could become standard, elevating productivity and entertainment experiences.
Design & Hardware: A Masterpiece in Engineering
Ming-Chi Kuo’s predictions suggest that Apple will adopt a book-style folding mechanism, reminiscent of competitors like Samsung’s Galaxy Z Fold series. When folded, the device will feature a compact 5.5-inch external screen for quick access to notifications, messaging, and essential functions. Unfolding it reveals a spacious 7.8-inch inner display, designed to provide a near-tablet experience, perfect for media consumption, gaming, and multitasking.
To ensure durability and a smooth, crease-free folding experience, Apple is reportedly using a sophisticated hinge mechanism crafted from a composite material of stainless steel and titanium alloy. This construction promises not only long-term reliability but also a sleek, premium feel.
The device’s chassis will be made entirely from titanium alloy, aligning with Apple’s shift toward high-end materials. Additionally, it will incorporate a high-density battery similar to that of the rumored ultra-thin iPhone Air, ensuring efficient power consumption while maintaining an ultra-slim profile. When folded, the phone is expected to measure around 9-9.5mm in thickness, and when fully opened, it will be an impressively slim 4.5-4.8mm.
Camera & Biometrics: A Shift from Tradition
On the photography front, Apple appears to be taking a practical approach. The foldable iPhone is expected to feature a dual-lens rear camera system, along with a front-facing camera that will be accessible whether the device is folded or unfolded.
A significant departure from recent iPhones is the absence of Face ID. Given the constraints of the foldable design, Apple is expected to revive Touch ID, integrating it into the side button. This move echoes the security approach seen in some iPad models, prioritizing convenience without compromising security.
A Premium Price for a Premium Experience
Apple has never shied away from premium pricing, and its foldable iPhone will be no exception. Kuo predicts that the device will cost anywhere between $2,000 and $2,500, placing it among the most expensive smartphones ever released. Despite this steep price point, the iPhone’s rigid demand—coupled with Apple’s brand value—suggests that consumers will be eager to upgrade, provided the product delivers in terms of quality and innovation. With Apple’s track record of seamless hardware-software integration, this foldable device is poised to offer an experience unlike any other in the market.
Production Challenges & Launch Timeline
The development of a foldable iPhone has been fraught with engineering challenges, and Apple is taking a meticulous approach to ensure its first iteration meets the highest standards. According to Kuo, the final design will be locked in by the second quarter of 2025, with mass production beginning in the third quarter of the same year. However, due to the complexity of manufacturing such an advanced device, large-scale availability may not happen until 2027.
Sales estimates suggest a conservative start, with initial shipments ranging from 3 to 5 million units. Apple may be deliberately limiting production in the early stages to gauge market reception before committing to higher volumes.
A Glimpse into the Future
Apple’s first foldable iPhone represents more than just an evolution of its iconic device—it signals a major shift in smartphone technology. With a combination of next-gen AI, innovative hardware, and a sleek, foldable design, this device could reshape the way users interact with their phones. While the high price tag and delayed mass production may make it an exclusive product at first, it sets the stage for a future where foldable, AI-powered iPhones become mainstream.
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