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Kuo: suppliers plan to ship less than 1M iPhone fold units in 3Q26, which may push the start of device pre-orders and sales to Q4, with weeks of delivery delays (Ming-Chi Kuo)

Ming-Chi Kuo:
Kuo: suppliers plan to ship less than 1M iPhone fold units in 3Q26, which may push the start of device pre-orders and sales to Q4, with weeks of delivery delays  —  My latest industry survey indicates that assembly shipments for the foldable iPhone in 2H26 will be roughly 7-8 million units …



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