The folding iPhone It is less and less mirroring: Mark Gurman swears that he is in an advanced development phase and now the well-known Min-Chi Kuo analyst has published A relationship that provides shape factor” Functions, price and even shipping volume.
What to expect from the new folding iPhone
Let’s start with the form factor: according to Kuo, folding the apple will not be of the “flip” type or shell, but with a book, with an internal screen of approximately 7.8 inches and an external screen of 5.5 inches. So with an external screen much smaller than the 6.3 -inch one of the Galaxy Z fold 6.
According to the analyst, the reason for this choice can be found in the need to emphasize the linked experience artificial intelligence And support simultaneous activities, then chat with a chatbot and at the same time to use another app.
Kuo is assuming that the screen will be “fold“And to define the thickness of the device: only 4.5-4.8 mm open e 9-9.5 mm From closed.
From the point of view of the characteristics, the device will be equipped with a row In stainless steel and titanium alloy, while the structure is characterized by the presence of titanium alloy. The phone will contain one camera Double lens rear and pre-cameras for both the methods per closed and open.
KUO also determines that the device Touch ID via a side button, such as the Face ID It should not be assumed because of the boundaries of thickness and internal space.
As for the battery, folding will use the same cells with high density as the iPhone 17 air (so none silicon carbon).
Finally, according to the analyst, this first generation Van Vouwen, who should arrive on the market at the end of 2026 / early 2027, would cost between the ability 2,000 He is $ 2,500.
The shipping forecasts are incredible, especially in terms of the second generation
But they are the Shipping forecast be particularly interesting. KUO even stipulates that the project will be aimed at the second quarter of 2025 and will start in the third quarter of the year.
Mass production should start Fourth quarter of 2026With shipping projections of 3-5 million units for the first year.
We are talking about a device from the first generation, whose production will be limited for KUO because of complexity. But with the second generation, whose production should start Second half of 2027Apple will eliminate all limit.
For 2027, in total 20 million units.
Gigantic songs: Let’s try to compare them with the Panorama of the current folds. NASTY January 2025 The data of sale From the current fold of Samsung, the most popular on the market:
- Galaxy Z Flip 6: 2.81 million units
- Galaxy Z Flip 5: 3.3 millions
- Galaxy Z Fold 6: 2.09 Milioni
- Galaxy Z Fold 5: 1.91 Milioni
Ok, these are sales and no shipments, but they give an idea of the market volume of the most popular fold Sixth generation.
According to a report from March 2024 from IDCThe folding market is said to have reached a total of 25 million devices that were sent in 2024, while for 2028 it is expected that a total of total shipments around the world of 45.7 million units will fold.
Per Statesman, Instead, before 2027 there is a total of shipments of folds from 70 million units.
So Kuo It stipulates that the first generation of iPhone will sell more or in the same way as the seventh (in 2026) generation of Galaxy Z -fold (a linear growth of the last, already optimistic), and with the second generation it will “eat” a piece of the market between 25 and 45%. Despite a price in a prospect higher than the competitors. These are only predictions, but impressive.
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