Apple plans to unveil the iPhone Fold in September, along with the iPhone 18 Pro. Analysts say the device may surface in stores months later because supply chain data shows a shortfall in early production.

TF Securities analyst Ming-Chi Kuo cites a target of 7-8 million units for the second half of 2026, but only 0.5-1 million in the third quarter. The iPhone 18 Pro is projected at 20 million units. The pattern mirrors the 2017 rollout of the iPhone X, where the launch was followed by a delayed start in pre‑orders and sales.

The original iPhone X faced production bottlenecks from new features such as an OLED all‑screen display and Face ID. The iPhone Fold inherits similar hurdles, adding a folding display and a hinge that has drawn scrutiny. These with new tech can slow assembly and inflate unit costs.

Consumers will likely see a staggered rollout, with early adopters waiting for the first batches. For the industry, the pattern signals that Apple’s push into foldables may strain suppliers and alter competitive dynamics among smartphone makers. This staggered approach may also give rivals time