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▶ 7:03 · $AAPL · Bajarin: Foldable iPhone will double niche market but stay supply-constrained
episode briefing
The Information

Apple's Foldable iPhone is Here and it's $1,999

2026-09-10 · 1 company · 1 thematic
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ben bajarin

Longtime Apple analyst who has attended Apple events since 2001; leads research on consumer technology markets and supply chains.

quote
“I think Apple immediately comes in and helps double the size of the foldable market, but again we're not talking we're still talking a small percentage of the overall iPhone sales will still be foldables for the foreseeable future.”
—ben bajarin
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Bajarin: Foldable iPhone will double niche market but stay supply-constrained
Apple's entry will double the foldable smartphone market from a tiny base, but foldables will remain a small percentage of iPhone sales; complex hinge and dual-layer glass manufac…