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Core Insights - The competition in the foldable smartphone market is intensifying, with Apple's anticipated entry in September 2026 alongside the iPhone 18 series, aiming to redefine market dynamics through differentiated technology [1][5] - Despite potential production challenges that could delay the launch to 2027, major institutions like UBS predict a 2026 release, with a target price around $2000, leveraging Apple's robust supply chain management [1][3] - Apple plans to implement a dual-launch strategy starting in 2026, introducing foldable models alongside Pro and Air versions to cover various market segments [1] Technology Path - Apple is adopting a cautious yet innovative approach, with multiple patents indicating diverse folding mechanisms, including a "Z" shape and a horizontal "book-style" fold, likely opting for the latter for its first foldable device [2] - The expected screen size for the foldable iPhone is between 7.8 to 8 inches, with future iterations planned for more advanced folding technologies [2] Supply Chain Readiness - Production preparations are underway, with Foxconn expected to start manufacturing foldable iPhones by late Q3 to early Q4 of 2025, while key components like screens are already being sourced [3] - Samsung Display plans to produce 7 to 8 million foldable panels in 2026 to meet Apple's demand for 15 to 20 million units, although initial shipments may only reach 5 to 7 million due to high pricing [3] Market Dynamics - Existing players like Yian Technology have established mature supply chains, providing critical components for competitors like Huawei, which could serve as a benchmark for Apple's market entry [4] - The global foldable smartphone market is projected to grow significantly, with a 30.8% increase in China expected in 2024, indicating a competitive landscape for Apple as it enters the market [4] - Apple's pricing strategy around $2000 may limit initial market penetration, but as production scales and technology evolves, the foldable iPhone could become a new growth driver post-2027 [4][5]