On October 17, it was reported that Apple's first foldable iPhone may be delayed until 2027, as the company still needs more time to finalize the specifications of key components, such as the hinge.
Mizuho Securities, in a research report published on October 14, stated that due to Apple's ongoing process of finalizing the design and specifications of critical parts like the hinge, the likelihood of mass production of the foldable iPhone in the third quarter of 2026, with a release in September of the same year, is low.
Mizuho also noted that Apple originally planned to ship between 10 to 15 million foldable iPhones, but has since reduced the production forecast for the foldable iPhone's display panels from 13 million to 11 million units, with the possibility of further lowering this to 9 million units.
However, even if Apple does release the foldable iPhone in 2026, given the predicted price of over $2,000, a more realistic first-year production volume would range between 5 million to 7 million units. The actual production may also be influenced by factors such as return and exchange rates, meaning this estimate might not reflect the final result.
Regarding last month's release of the iPhone 17 series and iPhone Air, Mizuho Securities believes that all models in the iPhone 17 series have performed steadily. The Pro and Pro Max models showed slight growth compared to the previous year, while the standard iPhone 17 saw significant growth. The supply chain is reportedly considering increasing production.
However, the market response to the iPhone Air has been less than expected, and Apple may reduce its production by 1 million units of the iPhone Air by the end of the year.
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