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Kuo: iPhone Fold Production Challenges Could Limit Supply Next Year


Apple's highly anticipated foldable iPhone could face supply shortages into 2027 despite a planned launch next year, according to analyst Ming-Chi Kuo. Kuo said in a new research note: "Development of the foldable iPhone is behind earlier expectations, but the product is still expected to [sic] announce in 2H26. Due to early-stage yield and ramp-up challenges, smooth shipments may not occur until 2027.

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