[Ming-Chi Kuo: Foldable iPhone May Repeat iPhone X Scenario, Launch Delayed and Supply Tight Until Year-End] BlockBeats News, July 5 – Tianfeng International Securities analyst Ming-Chi Kuo stated in a post that the foldable iPhone might follow the iPhone X scenario, where it is announced alongside other models but with a later pre-order and official release date, and supply constraints potentially lasting until the end of 2026. Based on the third-quarter 2026 production volume, the foldable iPhone is likely to resemble the 2017 iPhone X. Back then, the iPhone X was unveiled alongside the iPhone 8/8 Plus on September 12, but due to insufficient stock, its pre-order and official release dates were delayed to October 27 and November 3, respectively. Due to limited shipments in the third quarter, the foldable iPhone may not open for pre-orders and official sales until the fourth quarter of 2026. Ming-Chi Kuo noted that after discussions with telecom operators, sales channels, and resellers/agents, he believes that even if the foldable iPhone is priced as high as $2,300 to $2,500, demand enthusiasm could persist at least until the end of 2026. This suggests that the foldable iPhone may sell out quickly after pre-orders open, with shipping wait times potentially extending to 4–6 weeks or even longer, continuing into December. He believes that the foldable iPhone's initial limited supply, distinctive design, and innovative user experience could drive up short-term resale prices. If resale prices exceed the official price by 50% to 100%, it would not be surprising. [Original Link]