TF International Securities analyst Ming‑Chi Kuo says his supply‑chain survey
shows foldable iPhone assembly shipments of about 7–8 million in H2 2026, with
Q3 shipments of 0.5–1.0 million (around 10% of H2). By contrast, iPhone 18
Pro/Pro Max are estimated at about 20–22 million in Q3 and are already stocked
for a September retail launch. Kuo says, based on Q3 stocking, the foldable
model is likely to mirror the 2017 iPhone X pattern — announced with other
models but opening pre‑orders and official sales later — and expects supply
tightness to persist through year‑end.
