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Thanks to our amazing community 
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Something interesting happened 
the other day. 

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I was looking through our stats 
on Spotify and Apple Podcasts 

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Appreciate. 
Your support? 

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For the other 50. 5% of you are 
awesome, but I'm going to ask 

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Please hit. 
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you one second. 
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years of this podcast for free, 
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I'm not going to charge you 
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I've already been doing it for 
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it for 10 more. 
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Thank you so much. 
Apple has ordered 22 million 

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OLED panels from Samsung Display
for its first foldable iPhone. 

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That production target is more 
than 30% higher than what the 

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display industry has expected. 
I honestly didn't see those 

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numbers coming, and the foldable
iPhone has been a rumor for 

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years, constantly slipping 
further into the future. 

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But now Foxconn is stockpiling 
components and mass production 

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is scheduled for summer of 2026.
IDC forecasts that Apple will 

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capture 22% of the foldable 
market in its first year. 

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So why does everyone think Apple
is about to dominate a category 

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Samsung has owned since all the 
way back in 2019? 

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Now, the device is expected to 
launch in fall 2026 alongside 

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the iPhone 18 Pro models like 
normal, and the price could be 

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about $2400. 
Now we're going. 

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To walk through the leaked 
design. 

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Specs. 
The technical features that 

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Apple is betting on and what 
this means for Samsung's 

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seven-year head start in 
foldables. 

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And we'll be right back after 
this break to get into that. 

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Now Apple is finally building a 
foldable iPhone. 

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The company has been filing 
patents on foldable technology 

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for over a decade, but it never 
shipped any products. 

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Now, supply chain reports 
indicate the. 

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Foxconn. 
Entered the engineering 

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validation stage and is 
preparing for mass production 

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now. 
This could be a phone that folds

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in half like a book, fits in 
your pocket when it's closed, 

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and opens into something the 
size of an. 

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IPad Mini. 
And it will be thinner than all 

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other phones on the market, 
guaranteed. 

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They wouldn't put out a brick, 
but here is a really key. 

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Point. 
Apple's using a book style 

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design that folds horizontally, 
similar to Samsung's Galaxy Z 

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Fold series. 
When closed you get a 5.5 inch 

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outer display that works like a 
normal iPhone. 

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When opened, the device reveals 
a 7.8 inch inner screen. 

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The photo measure between 9 and 
9.5mm when folded and around 4.6

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to 4.8mm when. 
Old folder. 

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That's thinner than any foldable
Samsung currently sells. 

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Now the crease is the problem. 
Apple thinks that it is solved. 

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A crease is the visible line 
that forms along the fold of a 

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foldable display where the hinge
sits. 

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Every foldable phone on the 
market has 1. 

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Apple is reportedly using a 
metal plate inside the display 

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that disperses the stress 
generated by bending. 

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The company is also using liquid
metal in the hinges to improve 

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durability. 
And if Apple ships a foldable 

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with no visible crease, that 
would be a genuine first to the 

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market. 
Now the camera system AJP Morgan

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Research report says the 
foldable iPhone will feature a 

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24 megapixel under display 
camera built into the inner 

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screen. 
Under display cameras hide the 

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lens beneath the screen so 
there's no visible cut out or 

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punch hole. 
And the technology exists on 

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some Android phones, but those 
cameras typically use 4 to 8 

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megapixel sensors because image 
quality suffers when light 

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passes through display layers. 
A 24 megapixel under display 

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camera would be a huge leap. 
That suggests Apple has achieved

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something other manufacturers 
have not and are probably using 

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some sort of computational AI 
software to get a good look out 

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of this thing. 
And the photable iPhone will 

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skip Face ID apparently, and use
Touch ID in a side button 

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instead. 
Apple needs to save internal 

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space and the Face ID sensor 
array is pretty bulky. 

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The face will also lack a 
physical SIM slot. 

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The rear camera system will be a
dual lens set up with 248 

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megapixel sensors, which is less
capable than the triple lens 

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system on the Pro models. 
So this is a new category with 

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its own set of trade-offs. 
The price is the number that can

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make or break this device. 
Estimates range from 2000 to 

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$2400. 
Fuban Research, citing supply 

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chain data, expects the phone to
cost around $2399. 

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Samsung's Galaxy Z Fold 7 cost 
$1999, Google's Pixel 10 Pro 

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Fold cost 1799, and Apple would 
be entering the market at a 

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steep premium. 
Some think this is like an 

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iPhone Ultra, that it might be 
the name of it more than the 

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iPhone fold. 
Because iPhone fold be kind of 

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boring. 
It's like Galaxy Fold and Pixel 

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Fold. 
They want to be different, 

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right? 
So the iPhone Ultra. 

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So what do we know, right? 
Now a. 

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Survey from KeyBank found that 
45% of iPhone users are 

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interested in a foldable device,
but 65% of those people said 

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they would only consider buying 
one if it cost less than $1500. 

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It creates a huge gap Apple's 
expected price 60% higher than 

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the threshold most interested 
buyers set for themselves. 

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The company is betting that its 
brand, its ecosystem, and its 

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technical advantages will 
justify that premium. 

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In IDC, forecasted Apple will 
capture 34% of total foldable 

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market value in its first year, 
even though it will only have 

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22% of units shipped. 
That gap exists because Apple's 

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device will be priced so much 
higher than the competition in 

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dollar terms. 
Apple could become the biggest 

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foldable brand immediately, and 
by 2028, IDC projects Apple will

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hold 34% of the foldable market 
by units, with Android brands 

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combined holding 52%. 
That's a huge shift. 

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Samsung is not standing still, 
though. 

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As usual, the company will 
launch something, and they 

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launched the Galaxy Z trifold 
this month, a device with two 

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hinges that opens into a 10 inch
display. 

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It'll arrive in the US in early 
2026, months before the Apple's 

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foldable. 
Samsung is also preparing the 

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Galaxy Z Fold eight in a second 
Fold model with a different form

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factor. 
Huawei is expanding 

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aggressively, too, and IDC 
expects its foldable shipments 

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to nearly double in 2026 on the 
strengths of its Harmony OS 

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platform. 
In China now, the foldable 

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market is still pretty small. 
Shipments hit about 18.7 million

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units in 2024, which is roughly 
1.5% of the 1.2 billion 

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smartphones shipped globally. 
IDC expects that. 

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To grow. 
To 20.6 million units in 2026, 

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as Samsung's trifold launches 
early and Apple's device closes 

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out the year. 
And the category isn't niche, 

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but the margins are very high. 
Average selling prices for 

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foldables are three times higher
than smartphones, and Apple 

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tends to be a catalyst for 
mainstream adoption. 

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The iPhone defined touchscreens.
The iPhone defined tablets. 

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The Apple Watch set standards 
for wearables. 

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If the foldable iPhone follows 
that pattern, the entire 

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category could shift from early 
adopter novelty to something 

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ordinary consumers consider. 
Samsung has spent seven years 

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and seven generations refining 
its foldable tech. 

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Apple has spent zero. 
But Apple has a user base that 

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trust it to enter a category 
only when the product is 

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completely ready. 
Whether the foldable iPhone 

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lives up to that trust will 
determine if 2026 becomes the 

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year foldables finally matter to
the regular public. 

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Hey, thank you so much for. 
Listening today, I really. 

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Do appreciate your support. 
If you could take a second and 

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Right now I. 
Greatly appreciate it, it helps 

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out the show tremendously. 
And you'll never. 

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Miss an episode? 
And each. 

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Episode. 
Is about 10. 

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Minutes or less to get you 
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Quickly. 
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And please take care of 

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yourselves and each other, and 
I'll see you tomorrow.