Core Viewpoint - The development of the foldable iPhone is behind schedule, with a likely release in the second half of 2026, but consumers may not be able to purchase it until 2027, facing potential shortages by the end of 2026 [1][3] Group 1: Development Progress - The foldable iPhone's development pace may mirror that of the iPhone X, with a disconnect between release and mass production [3] - Apple has designated the foldable iPhone as a "must-push product" for next year, despite initial limited production [3] Group 2: Market Expectations - Apple anticipates shipping between 8 million to 10 million units in 2026, but there are concerns about this estimate being overly optimistic [3] - Communication with various clients suggests that some have provided lower production forecasts, and challenges in ramping up capacity may lead Apple to revise its shipment expectations downward [3]
等折叠屏iPhone要再熬两年?郭明錤称恐缺货至2027年