As Apple prepares to unveil the iPhone 17 lineup in a few weeks, investor attention is already shifting to what could be a much more significant update in 2026, with the introduction of a foldable iPhone.That includes JPMorgan, which just released new predictions on what to expect.September 2026 launch, with a $1,999 price tag In a note to clients (via ), JPMorgan analyst Samik Chatterjee said Apple is likely to launch its first foldable iPhone in September 2026, echoing expectations set by other analysts and leaks in recent months: The so-called iPhone Fold is expected to feature a 7.8-inch inner display and a 5.5-inch outer screen, and one advantage over Samsung’s book-style foldable device: the crease.
Or rather, the lack of it.Rumors have been pointing to the iPhone sporting a crease-free inner display, a technology the broader industry also expects Samsung to debut with next year’s Z Fold 8.Chatterjee projected a $1,999 price tag (which is on the lower end of the previously expected $2,100 to $2,300 range) and said the phone could generate a $65 billion revenue opportunity, leading to a ‘high-single-digit’ earnings boost over the medium term.
As for shipments, he expects volumes to start in the “low teens” of millions in fiscal 2027, climbing to the “mid-40s of millions by fiscal 2029.” A foldable iPhone lifts all boats When it comes to the supply chain impact of a foldable iPhone, Chatterjee pointed to connector manufacturer Amphenol and specialty glass maker Corning as key beneficiaries, “primarily driven by high content in foldable phones rather than the volume associated with it.” As CBNC noted, both companies have already posted strong gains in 2025, with Amphenol shares up more than 50% year to date, and Corning up over 30%, far outpacing the S&P 500’s 8% rise.Apple, by contrast, has underperformed the broader market this year, with its stock down more than 10% so far.Mac deals on Amazon MacBook Air 13-inch (M4): 20% off at $799 (limited time deal) MacBook Air 15-inch (M4): 17% off at $999 (limited time deal) MacBook Pro 14-inch (M4): 19% off at $1,229 (lowest price in 30 days) MacBook Pro 16-inch (M4): 11% off at $2,234.51 You’re reading 9to5Mac — experts who break news about Apple and its surrounding ecosystem, day after day.
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