Apple’s highly anticipated foldable iPhone may not hit shelves until December, according to a recent analysis from Barclays’ Tim Long. This pushes back earlier predictions of a September release alongside the iPhone 18 Pro models, and marks Long as the sole analyst currently suggesting this later timeline. The delay is reportedly linked to ongoing supply chain constraints.
Why the Delay Matters
Apple’s entry into the foldable market is already behind competitors like Samsung, Motorola, Google, OnePlus, and Xiaomi, all of whom have established foldable devices. Being late to the game risks allowing rivals to dominate the emerging foldable category. However, Apple’s brand power is substantial; Counterpoint Research estimates that an iPhone foldable could capture 28% of the market upon launch, despite the delayed entry.
Conflicting Reports and Analyst Track Record
While rumors abound, Apple has yet to confirm any details about its foldable device. Several other analysts still expect a September launch, with most industry observers anticipating the device’s introduction alongside the iPhone 18 lineup. Tim Long, however, has a mixed track record with predictions, including inaccurate forecasts for the iPhone X and iPhone 16, raising skepticism about his latest claim.
Additional Speculation: The Return of the iPhone Plus?
Long’s note to Barclays also included speculation about Apple reviving the iPhone Plus model in March 2027, replacing the current iPhone Air. This prediction is also unique to Long, as sales of the iPhone Air have been reportedly weak despite positive reviews. The broader expectation is that Apple will launch the iPhone 18 base model, iPhone 18e, and iPhone Air 2 in March, rather than bringing back the Plus.
The Bottom Line
The projected December launch suggests Apple is prioritizing product readiness over market timing. This strategy might avoid rushed releases while ensuring a polished final product. Despite the delay, Apple’s entry into the foldable space is expected to reshape the market, leveraging its brand loyalty and potential for innovation.
