Morgan Stanley estimates that the first folding iPhone could bring Apple about $14 billion in gross in the 4th ending in December 2026. The bank expects 7–8 million manufactured equipment in the second half of the year. For customers, this means a fresh design, limited availability and most likely the highest price in iPhone household history.
Folding iPhone as Apple Force Test
Apple's first folding smartphone is to be the biggest change in iPhone plan from iPhone X premiere. That's what analyst Morgan Stanley Erik Woodring says about the September 9 event. According to the bank, the fresh model could add around $14 billion to Apple's gross in the 4th ending in December 2026. This is an analytical forecast, not a sales consequence or an authoritative announcement by the company.
Reports of Morgan Stanley's estimates They talk of 7–8 million devices produced in the second half of 2026. This figure would scope 20 million over the full first product cycle. The bank assumes strong request for limited supply, especially through the availability of memory and another components.
The price can be as crucial as the hinge
The folding screen will attract attention, but for Apple the most crucial will be a price-imposing test. Morgan Stanley is expecting the biggest increases in comparable models in years. In the case of the Pro version, the same increase in NAND and DRAM memory costs has, according to Woodring, pushed prices by over $200 a year up.
This is besides a signal for Polish customers. The price in the United States is only the starting point. In Poland VAT, the gold exchange rate, distribution policy and seller's margins are added. The fresh form of the device can so be valued as a luxury product alternatively than a mass phone. Technological enthusiasm should not remove average cost-effectiveness.
Will the folding screen bring real value to the user, or will it mainly open a fresh price level to the manufacturer? The answer will only be known after tests of durability, battery life and first months of average use.
Limited supply favours the manufacturer
The Bank considers that Apple is more afraid about securing an adequate number of parts than about uncovering buyers. This situation strengthens the manufacturer. The deficiency of equipment sustains a advanced price, reduces promotions and creates an impression of product uniqueness. The consumer shall bear the cost of this strategy.
The scale of the venture shows how strong the position of the American company is. Apple can turn a single premiere into a gross stream comparable to the yearly turnover of large companies. fresh information on Tim Cook remains associated with Apple, at the same time show continuity of the influence of the erstwhile management. However, the company's authoritative message indicates that John Ternus became the fresh CEO in April 2026, and Cook took office as Executive Chairman.
Prime Minister under fresh management
The September event is to be the first in 15 years to premiere an iPhone without Tim Cook in the lead role. According to the report, John Ternus will take over. It's a symbolic change and a large test by the fresh president. The product is besides expected to open the biggest change in device format in nearly a decade.
Morgan Stanley besides expects the iPhone 18 Pro transition to the TSMC 2 nm process to improve the ability of artificial intelligence moving straight on the device. The bank does not anticipate a basic iPhone 18 or a second generation iPhone Air before spring. These elements stay forecast.
Apple besides develops services, as the Polish example is Apple tv entrance to Polsat Box Go. The company earns more and more simultaneously on equipment, software and subscriptions. For Poland, the rate is practical: consumers should be coolly assessed for the price, durability and repairability, alternatively than backing all premiere just due to the fact that it was packed in prestige. The free marketplace works well erstwhile buyers hold freedom of expression: besides expensive.
Source: Investing.com, Morgan Stanley, Apple Newsroom
