IDC: Apple Foldable iPhone to Ship Over 10M Units in First Year

This forecast signals that Apple's entry could reset competitive dynamics in a foldable segment that has so far been driven by Android vendors. The scale of first-year shipments, if realized, would validate foldables as a mainstream form factor rather than a niche experiment. For the broader supply chain, the key watch is whether component constraints or pricing strategy alter that trajectory. Whether Apple's late arrival compresses rivals' margins or expands the total addressable market is the open question.