Key facts
- Apple is expected to launch its first foldable iPhone in September.
- The standard iPhone 18 and iPhone 18e are reportedly delayed until spring 2027.
- The first foldable iPhone is expected to be priced above $2,000, potentially reaching $2,500.
- Apple's entry into the foldable market is projected to significantly boost global foldable smartphone shipments.
- The company's strategy may involve creating a new premium tier above the Pro Max models.
- Splitting the iPhone launch cycle could smooth Apple's sales throughout the year.
Apple is reportedly preparing a significant overhaul of its iPhone strategy, with plans to introduce its first foldable device and potentially delay the launch of the standard iPhone 18. The company has sent out invitations for its 'September event,' which is typically when new iPhones are unveiled. This year, however, the lineup may be dominated by more expensive models, including the iPhone 18 Pro, Pro Max, and the highly anticipated foldable iPhone.
The regular iPhone 18 and iPhone 18e are rumored to be pushed back to spring 2027. This strategic shift comes as the smartphone industry faces rising hardware prices. Apple's entry into the foldable market, a segment currently dominated by Samsung and other manufacturers, is seen as a major move that could legitimize and popularize the form factor. While foldables currently represent a small fraction of global smartphone sales, Apple's history of entering mature markets and driving mainstream adoption suggests a significant impact.
Industry analysts predict Apple's entry will drive substantial growth in foldable shipments. Samsung, a pioneer in the foldable space, has publicly welcomed Apple's move, suggesting it will expand the category. However, Apple's high-end pricing strategy, with estimates for the first foldable iPhone exceeding $2,000, could also shift the competitive landscape and establish a new premium tier for smartphones.
The potential separation of the iPhone launch cycle, with premium models in September and standard models in spring, could also help Apple smooth out its sales distribution across quarters and maintain focus on high-margin devices during its flagship event.