Goldman Sachs keeps forecast for Apple foldable iPhone, with 2026 shipments seen as high as 35 million

Goldman Sachs keeps forecast for Apple foldable iPhone, with 2026 shipments seen as high as 35 million

N
News Editor
2026-09-10 07:26:07
Apple unveiled its first foldable iPhone on Sept. 10, and Goldman Sachs said both the phone’s pricing strategy and product design came in above expectations. The bank said the device could help Apple reach the mass market and provide a notable boost to the supply chain. Goldman Sachs maintained its shipment forecast for the foldable iPhone at 14 million units in its 2026 base case and 35 million units in an optimistic case. The new iPhone Duo features a 7.6-inch inner display when unfolded, the largest screen ever on an iPhone, and a 5.4-inch outer display when folded, with an area equal to 90% of the iPhone 18 Pro screen. Both displays support ProMotion, always-on display, and up to 3,000 nits of outdoor brightness. The device uses a dual-battery design and supports up to 44 hours of video playback on the outer display. It comes in Star White and Midnight Sky, with 256GB, 512GB, 1TB, and 2TB storage options. U.S. pricing starts at $1,999. Pre-orders begin on Oct. 16, with sales starting on Oct. 23. China and more than 70 other countries and regions will be among the first markets.

Apple (AAPL.O) unveiled its first foldable iPhone on Sept. 10. Goldman Sachs said the phone’s pricing strategy and product design both exceeded expectations, adding that the device could open the door to the mass market and bring a meaningful benefit to the supply chain.

The bank kept its shipment forecast for the foldable iPhone unchanged, calling for 14 million units in a base-case scenario for 2026 and 35 million units in an optimistic scenario.

Display and battery details

The iPhone Duo has a 7.6-inch inner display when unfolded, making it the largest screen ever offered on an iPhone. When folded, it uses a 5.4-inch outer display, with screen area equal to 90% of the iPhone 18 Pro. Both screens support ProMotion, always-on display, and up to 3,000 nits of outdoor brightness.

The phone uses a dual-battery architecture and can support up to 44 hours of video playback when the outer display is in use.

Storage, price and launch schedule

The iPhone Duo comes in two colors, Star White and Midnight Sky, and in 256GB, 512GB, 1TB, and 2TB storage options. It starts at $1,999 in the United States.

Pre-orders will open on Oct. 16, and the device will go on sale on Oct. 23. China and more than 70 other countries and regions will be included in the first wave of availability.

Mainland China pricing

Apple’s new lineup is priced in mainland China from RMB 9,999 for the iPhone 18 Pro, RMB 10,999 for the iPhone 18 Pro Max, and RMB 15,999 for the iPhone Duo.

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