Apple Plans 5 New iPhones, Lifts $2,500 Foldable Output to 10 Million
Updated
Updated · The Motley Fool · Jul 4
Apple Plans 5 New iPhones, Lifts $2,500 Foldable Output to 10 Million
3 articles · Updated · The Motley Fool · Jul 4
Summary
Nikkei Asia-cited supply chain reports say Apple is preparing at least five iPhone models for late 2026 through early 2027, including its first foldable handset.
10 million foldable units are now reportedly targeted, up from an earlier 7 million to 8 million, implying roughly $25 billion in annual revenue at a rumored $2,500 price.
Apple appears to be using the broader lineup to defend the premium market while adding more price tiers, with the foldable seen more as a halo product than a near-term quarterly revenue driver.
iPhone revenue already rose 22% year over year to about $57 billion in Apple's fiscal second quarter, while Services grew 16% to a record $31 billion, underscoring why a larger device base matters.
Most of the foldable's financial impact would fall in fiscal 2027, while execution risks around hinges, displays and manufacturing yields remain for Apple's first device in the category.