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Apple cuts foldable iPhone numbers, but still might outsell Samsung

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Key summary

2 min read
  1. Apple reportedly cut its initial foldable iPhone shipment forecast from 10 million units to 3 million.

  2. Samsung Display is said to be the exclusive panel supplier for at least three years, giving it strong leverage.

  3. Even at 3 million units, Apple’s first foldable could still rival or beat Samsung’s own foldable sales on a generation-by-generation basis.

  4. Launch timing is still unclear, with rumors pointing to either 2026 or 2027.

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