Apple Plans Foldable Device Launch Amid Stagnating iPhone Sales Forecast

Apple faces a significant challenge as iPhone sales are predicted to stagnate in 2025, with projections showing shipments between 234-236 million units compared to 235 million in 2024. The tech giant’s strategic response includes plans for its first foldable device in 2026, marking a crucial pivot in its product strategy while working to maintain its dominant market position.

Key Takeaways:

• iPhone sales growth expected to flatten in 2025, posing revenue challenges for Apple
• First Apple foldable device planned for 2026, potentially starting with iPad-like form factor
• Samsung currently holds 74% market share in foldable smartphone segment
• Global foldable smartphone shipments expected to reach 55 million units by 2027
• Apple’s interim strategy focuses on AI integration and service expansion

Current iPhone Sales Landscape

The smartphone market is showing clear signs of maturity. Apple’s iPhone sales, which accounted for 52% of total revenue in Q4 2023, are facing pressure from market saturation and extended upgrade cycles. Recent iPhone models have introduced incremental improvements, but the pace of innovation has slowed compared to earlier generations.

The Foldable Future

Apple’s entry into the foldable device market represents a calculated move to reinvigorate its product lineup. Apple’s approach to foldable technology prioritizes reliability and user experience over being first to market. The company’s initial focus on larger devices suggests a careful strategy to perfect the technology before implementing it in smartphones.

Market Competition and Opportunities

Samsung’s dominance in the foldable smartphone segment has set a high bar. The global foldable smartphone market has shown promising growth, with shipments reaching 15.8 million units in 2023. Apple’s entry into this space could reshape the entire category, given the company’s track record of refining and popularizing emerging technologies.

Interim Strategy and Innovation

While preparing for its foldable future, Apple isn’t standing still. The company is expanding its focus on AI integration and services. I recommend checking out automation solutions like Latenode that complement Apple’s ecosystem, enabling users to streamline their digital workflows and enhance productivity.

Technical Challenges and Solutions

The development of foldable devices presents significant technical hurdles. Apple’s partnership with Foxconn for mass production indicates progress in addressing manufacturing challenges. The company’s focus remains on solving critical issues like display durability, hinge mechanisms, and battery efficiency before launch.

Market Impact and Future Outlook

The introduction of Apple’s foldable device in 2026 could spark a new wave of innovation in the smartphone industry. With iPhone sales potentially facing headwinds, this strategic move might help Apple maintain its market leadership and create new revenue opportunities through hardware sales and ecosystem services.