Goldman Sachs predicts 35 million foldable iPhones could ship in 2026.

Huo Xing Finance reports that on September 10, Apple (AAPL.O) officially unveiled its first foldable iPhone. Goldman Sachs believes its pricing strategy and product design exceed expectations, with the potential to unlock the mass market and significantly benefit the supply chain. Goldman Sachs maintains its shipment forecast for the foldable iPhone: 14 million units under the base case and 35 million units under the optimistic scenario in 2026. When unfolded, the iPhone Duo features a 7.6-inch internal display—the largest ever on an iPhone—and a 5.4-inch external display when folded, with a screen area equivalent to 90% of the iPhone 18 Pro’s display. Both screens support ProMotion, Always-On Display, and up to 3000 nits outdoor brightness. The new device employs a dual-battery architecture, offering up to 44 hours of video playback when using the external display. The iPhone Duo is available in Star White and Night Sky color options, with storage capacities of 256GB, 512GB, 1TB, and 2TB. The U.S. price starts at $1,999; pre-orders begin on October 16, with official release on October 23, launching first in China and over 70 other countries and regions. China pricing for the new iPhone lineup: iPhone 18 Pro starts at RMB 9,999; iPhone 18 Pro Max starts at RMB 10,999; iPhone Duo starts at RMB 15,999.