The move could trigger a new upgrade cycle among users, particularly in the premium segment, News.Az reports.
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Book-style design and new features
Supply chain checks suggest Apple’s first foldable iPhone will adopt a book-style design, featuring an internal display of around 7.7 to 7.8 inches. The device is expected to remain under 10mm thick when folded, positioning it competitively against existing foldable smartphones.
Analysts say the first-generation model may include Touch ID instead of Face ID and could remove the physical SIM slot, reflecting a shift in both hardware design and user experience.
Strong demand expected
Bank of America forecasts initial production volumes of between 10 million and 20 million units — significantly higher than current foldable shipments from competitors.
The expected demand is driven by Apple’s loyal high-end customer base, particularly users of Pro and Pro Max models, as well as strong market potential in regions such as China, where larger-screen devices are especially popular.
Shift in launch strategy
Alongside the new device, Apple is also expected to adjust its traditional product release cycle.
While premium models — including the foldable — are likely to continue launching in September, the company may shift standard iPhone models to a spring release window starting in 2027.
Analysts say this staggered approach could improve supply chain efficiency, reduce production bottlenecks and optimise labour usage across manufacturing partners.
Short-term impact, long-term upside
The change in launch timing may temporarily affect Apple’s financial performance in 2026, as some sales are pushed into later quarters.
However, Bank of America expects revenue and earnings to normalise by 2027 as the new schedule becomes fully integrated.
Despite near-term adjustments, the bank remains positive on Apple’s long-term outlook, citing the potential for a multi-year upgrade cycle driven by new device formats, expansion in high-margin services and deeper integration of artificial intelligence at the device level.
