Apple’s long-rumoured entry into foldables looks set for 2026, with analysts projecting the company could ship up to 25 million units of its first foldable iPhone within the first year.
Supply chain analyst Ming-Chi Kuo revealed in a new investor note that Apple is preparing a foldable iPhone featuring ultra-thin glass (UTG), with Taiwan-based General Interface Solution (GIS) handling key backend processes such as cutting, inspection and packaging.
Corning will provide the UTG raw materials, a component significantly more complex and costly than standard smartphone glass.
Apple initially expected to ship 8–10 million units in 2026 but rising confidence in demand has reportedly pushed forecasts to as high as 25 million by 2027.
The device is tipped to be Apple’s most radical iPhone rede