It is rumored that Apple may launch a foldable screen mobile phone. This news is like a stone thrown into the already unstable mobile phone market, causing ripples in layers. If the rumors become reality, this will not only be a major expansion of Apple's product line, but also likely to reshape the competitive landscape of the entire high-end mobile phone market.
Folding screen technology ushered in a key breakthrough
According to the information revealed by well-known tipsters, Apple’s product, called “Ultra”, adopts a book-style folding method. The inner screen size of this thing reaches 7.8 inches, the outer screen is 5.5 inches, and the thickness of the entire machine is controlled at about 9 mm. This situation is a relatively thin and light structure in the field of folding screen mobile phones.
What deserves more attention is the innovation in its internal structure. Sources clearly indicate that Apple uses a metal plate design that can disperse the bending pressure of the screen, as well as liquid metal hinge technology. The purpose of these technologies is to fundamentally solve the core problem of foldable screen durability, which also marks that Apple may have made substantial progress in the field of mechanical reliability.
Release schedule and market forecast
The release time of this product has been pointed to the second half of 2026 by multiple sources. Well-known analyst Ming-Chi Kuo confirmed this time point, but he also pointed out that due to the challenges that may be encountered in the initial production ramp, large-scale launch may be postponed to 2027.
Even so, analysts are still optimistic about its performance in the market. Relying on Apple's strong brand influence and loyal user base, even in the initial stage when production capacity is limited, the sales volume of this product is expected to be considerable in the first year, and it can quickly occupy a position in the high-end folding screen market.
Disputes over the source and credibility of breaking information
The source of the detailed information this time is mainly technology blogger Jon Prosser, who published pictures and parameters such as renderings of what is claimed to be "Ultra". However, Prosser himself is currently involved in a trade secrets lawsuit initiated by Apple.
Apple accused him of revealing in advance unreleased feature information of the iOS 26 system in July 2025. Despite the legal entanglements, given his past record of accurately predicting Apple's new products, the industry still paid a high level of attention to his revelations about folding screens.
Product positioning and market strategic intent
Analysis by Mark Gurman, a reporter from Bloomberg, shows that this mobile phone with a folding screen will not be released alone. It will work with the iPhone 18 Pro and Pro Max to build a new high-end product matrix.
Among them, the positioning of "Ultra" will exceed the existing Pro series and become the most high-end flagship model in Apple's mobile phone product line. This layout clearly shows that Apple has the intention to further increase the average product price and profit margin by segmenting the top sales market.
Impact on the global mobile phone market
Currently, foldable screen mobile phones still account for a small proportion of total global smartphone shipments, but their growth momentum is extremely rapid. Market research data shows that as the technology continues to mature and costs are gradually optimized, this market segment is expected to achieve an annual growth rate of over 30% in 2026.
Once Apple enters the market, it will be like a shot in the arm, which will greatly increase the market awareness and consumer acceptance of the folding screen category. It may accelerate the development of the entire industry chain and reduce costs, thereby prompting manufacturers in the Android camp to further increase innovation and competitiveness.
Expectations and considerations faced by consumers
For those potential consumers, the emergence of Apple's foldable screen mobile phone means the addition of a high-end option. However, along with some practical considerations, its price will definitely exceed the price ceiling of the existing iPhone, and is very likely to be positioned in the range of 10,000 yuan or even higher.
The software ecological adaptation of the first-generation product, the actual performance of the crease control, as well as the basic experience conditions such as weight and battery life will all become key factors for consumers to determine whether to "try early adopters". Whether it can bring about a revolutionary experience improvement still has to wait for the market to test it after the real machine is released.
Imagine, if Apple actually launches a folding screen mobile phone in 2026, will you abandon the mobile phone brand you are currently using based on it? You are welcome to share your views in the comment area. If you find the analysis helpful, don't forget to like and forward it.
