The first evidence comes from the assembly supplier for Apple, Foxconn. Most of the components are not yet finalized, including the “liquidmetal hinge”. The display, on the other hand, is one of the few components with finished specs. It’s going to be sourced from Samsung Display. This alone might give us a pretty good idea of how the foldable iPhone will turn out.Apple has ordered 7-8 million foldable panels, while the supposed production of foldable iPhones is anything between 15 and 20 million units. Ming-Chi Kuo suspects that the plan is to meet the cumulative demand over the product’s lifecycle of around 2-3 years. It’s unlikely that Apple will sell 15 million units in 2026 alone, given the premium price tag. Are the phone really what they clam to be ?
