Woofun AI reports that analyst Ming-Chi Kuo from Tianfeng International Securities anticipates the foldable iPhone will replicate the iPhone X launch pattern, featuring delayed pre-orders and sales amid supply constraints lasting until the end of 2026. Kuo notes that limited third-quarter 2026 inventory suggests pre-orders may not open until the fourth quarter, similar to the iPhone X's postponement in 2017.

Kuo states that despite a projected price range of $2300 to $2500, demand remains strong, potentially causing quick sell-outs and shipment wait times of 4 to 6 weeks or longer. He believes initial scarcity and high recognizability could drive short-term resale prices to exceed official prices by 50% to 100%.