Apple Foldable iPhone: Rumors of September Launch

What happened?

In recent weeks, various sources have indicated that Apple is finalizing details of its first foldable iPhone. TechRadar (72/100 reliability) cites Apple statements about designing for 'a dynamic range of sizes and aspect ratios,' interpreted as a hint that the foldable device is on its way. Additionally, supply chain leaks point to a launch in September 2025, coinciding with the usual iPhone cycle. However, it is crucial to note that Apple has not officially confirmed anything; all information comes from rumors and industry analysis. Historically, Apple has been reluctant to adopt new technologies before they mature: for example, it took time to launch its first large-screen iPhone (iPhone 6 in 2014) and to incorporate 5G (iPhone 12 in 2020). This pattern suggests that the company may be waiting for foldable durability issues to be resolved, as happened with OLED displays, which Apple did not adopt until the iPhone X in 2017.

Why is it important?

Apple has traditionally been cautious with foldable formats, while competitors like Samsung, Huawei, and Google already have several models on the market. Samsung, for example, launched its first Galaxy Fold in 2019 and has since sold over 20 million foldable units, according to Counterpoint Research estimates. A foldable iPhone would not only validate the category but could also set design and usability standards. Additionally, it would imply a shift in Apple's strategy, which has prioritized durability and user experience over novelty. The market impact would be significant: according to IDC, the foldable market will grow 40% annually until 2027, and Apple could capture a significant share if it enters with a well-designed product. For users, a foldable iPhone would offer a larger screen without increasing device size, ideal for multitasking and content consumption. However, it also raises questions about hinge and screen durability, issues that have affected early Samsung and Huawei models.

What consequences will it have?

If Apple launches a foldable iPhone in September, it is expected to accelerate adoption of this format, pressuring competitors to innovate faster. Samsung has already announced it will improve hinge resistance and reduce the visible crease in its upcoming models, according to reports from The Elec. It could also cannibalize iPad mini sales, as the foldable device would offer a similar screen size (7-8 inches) in a more compact form. In 2023, the iPad mini accounted for about 10% of iPad sales, according to Strategy Analytics estimates; partial cannibalization could affect Apple's revenue in that line. App developers would have to adapt their interfaces to leverage the new variable dimensions, similar to what happened with iPads of different sizes. Additionally, the launch could drive accessory makers to create specific cases and screen protectors, and mobile carriers to offer financing plans for a device that will likely exceed $1,500.

What should readers know?

• There is no official confirmation from Apple. Everything is based on leaks and indirect statements. The company usually maintains total secrecy until the official launch, as happened with the iPhone X or Apple Watch.
• The rumor of a September launch is speculation; Apple could delay it if it does not meet its quality standards. Remember that the iPhone X was delayed until November 2017 due to production issues.
• The foldable iPhone is expected to have a 7-8 inch screen when unfolded, similar to an iPad mini. Apple patents show bezels with self-repair mechanisms to prevent screen creases, a technology not yet seen on the market.
• The price could exceed $1,500, positioning it as a premium product. The Samsung Galaxy Z Fold 5 costs $1,799, so Apple could set a similar or slightly lower price to compete.
• Apple patents show bezels with self-repair mechanisms to prevent screen creases, indicating the company is working on innovative solutions for common foldable issues.

"We are designing for a dynamic range of sizes and aspect ratios" — Apple statement cited by TechRadar, interpreted as a hint about the foldable iPhone. This phrase, said in the context of development tools, could simply refer to app adaptation to different devices, not necessarily a foldable.

Analysis

Apple's move toward a foldable iPhone is strategic. The company has waited for the technology to mature to avoid durability issues seen in early Samsung models, such as screens breaking or hinges failing. If it achieves a device with a robust hinge and a crease-free screen, it could dominate the premium segment. However, the high price and potential cannibalization of the iPad are risks. Consumers should wait for official confirmation before making purchasing decisions. Additionally, historical context shows that Apple is not always first to innovate but perfects existing technologies: the iPod was not the first MP3 player, nor the iPhone the first smartphone, but both redefined their categories. If Apple achieves a foldable with a superior user experience, the same could happen. However, competition is not standing still: Samsung already sells millions of foldables, and Google has launched the Pixel Fold with good reviews. Apple will need to differentiate not only in hardware but also in software, with optimized multitasking features for the foldable screen, something it has not yet shown. In summary, the foldable iPhone is a risky bet with high potential, and its success will depend on execution and price.