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Counterpoint Research forecasts up to 6 million foldable iPhone shipments in 2026 — about 25% share and No. 2 behind Samsung — even with a short selling window and early supply limits.
TrendForce says Apple produced about 52 million iPhones in Q2 2026 (+14% YoY) while global smartphone production fell 8%, and it flags inevitable iPhone 18 price increases as a key watch item.
A new supply-chain report says Apple’s first foldable iPhone was being produced at only a few hundred units per day in late August, raising the prospect of limited launch stock. The report describes extra quality checks—not a confirmed delay.
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