Woofun AI reports that Tianfeng International Securities analyst Guo Mingji indicates the foldable iPhone may replicate the iPhone X launch scenario, featuring a delayed pre-order and official release despite an initial unveiling alongside other models. Supply constraints are projected to persist through the end of 2026, with third-quarter stocking volumes expected to be limited, potentially pushing pre-orders and sales into the fourth quarter.

Kuo notes that discussions with telecom operators, sales channels, and resellers suggest strong demand even at price points between $2,300 and $2,500. This high demand could result in immediate sell-outs upon pre-order opening, leading to shipping wait times of four to six weeks or longer, extending until December. The initial scarcity, combined with high visual recognition and innovative user experience, may drive short-term resale prices up by 50% to 100% above the official retail price.