Apple’s Upcoming Five New iPhones: Insights on a $2,500 Foldable and Stock Implications

Apple’s Upcoming iPhone Lineup

Apple (NASDAQ: AAPL) is set to launch at least five new iPhone models, including its first foldable smartphone, between late 2026 and early 2027. The production target for the foldable device, which is estimated to cost around $2,500, has been raised to approximately 10 million units, up from 7-8 million. In the fiscal second quarter ending March 28, 2026, iPhone revenue increased by 22% year-over-year to approximately $57 billion, representing over 50% of Apple’s total sales of about $111 billion.

Economic Impact

The potential revenue from the foldable iPhone, if 10 million units are sold at $2,500 each, could reach $25 billion, a significant addition to the over $200 billion generated annually by the iPhone line. This strategy aims to capture a broader market share by offering multiple models at varying price points, enhancing Apple’s presence in both high- and low-end smartphone segments.

Future Projections

While the financial impact of these new models is projected to affect fiscal 2027, Apple’s management has indicated expected revenue growth for the third quarter of fiscal 2026 between 14% and 17%. Investors remain optimistic about the company’s efforts to expand its active device base and service revenue, which increased by 16% to a record $31 billion during the same quarter.