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Analyst: Foldable iPhone may repeat the iPhone X script, launching late and supply tight until year-end.
Based on the stocking volume in the third quarter of 2026, the foldable iPhone is likely similar to the iPhone X in 2017, when the iPhone X was released together with the iPhone 8 / 8 Plus on September 12, but due to insufficient stock, its pre-order and official sale dates were postponed to October 27 and November 3, respectively. Since the foldable iPhone’s third-quarter shipment volume is limited, it may not open for pre-order and official sale until the fourth quarter of 2026.
Kuo said that after communicating with telecom operators, sales channels, and resellers / purchasing agents, he believes that even if the foldable iPhone is priced as high as approximately $2,300 to $2,500, demand enthusiasm will at least continue until the end of 2026. This means the foldable iPhone may sell out quickly after pre-orders begin, with shipping wait times possibly rapidly extending to 4 to 6 weeks or even longer, lasting until December.
He believes that the foldable iPhone’s initial supply scarcity, high visual recognizability, and innovative user experience may push up short-term resale prices, and it is not impossible for resale prices to be 50% to 100% higher than the official price. (Source: ChainCatcher)