Product Development & Market Entry - Apple is reportedly considering launching a foldable iPhone as early as next year, aiming for a fall or holiday launch in 2026 [1][2] - The potential foldable iPhone launch is seen as a strategy to find the next growth driver, especially with Apple shares experiencing double-digit declines since January [1] - The foldable phone market is already established, with Samsung launching its latest version, priced at $2,000, indicating the high-end positioning of this technology [2][3] Pricing & Revenue Implications - A foldable iPhone could help Apple boost revenue amid slowing iPhone sales, but the unproven technology and high cost (potentially $2,000 or more) could be a barrier [4][6] - The high price point of foldable phones, exemplified by Samsung's $2,000 device, suggests Apple's version would likely be similarly expensive [3][6] - While the sticker price is high, consumers often use payment plans or trade-ins, mitigating the initial cost [7] Technology & Design - Apple has been exploring foldable phone concepts for six or seven years, with the technology now potentially mature enough for a viable product [1][3] - The improved design of foldable phones, such as Samsung's latest model, makes them more appealing and functional [3] - The foldable phone could potentially replace the need for both a phone and an iPad, offering a single device solution [6] Market Dynamics & Consumer Adoption - Foldable phones are popular in markets like Asia, particularly China, but their overall market share is still significantly lower than regular smartphones [5] - The technology has reached an inflection point where it is catching up to the ultimate vision, as seen with the Samsung device, suggesting Apple is nearing a similar stage [7][8]
Apple's foldable iPhone plan