iPhone Fold expected to take 29% of 2026 foldable phone screen orders

appleinsider.com Jul 2, 2026

iPhone Fold expected to take 29% of 2026 foldable phone screen orders

Curated by Shubham · TechCapsules · Jul 2, 2026

AI-summarised brief · reviewed before publication

Apple's iPhone Fold is expected to drive a 2026 rebound in foldable smartphone orders, accounting for 29% of all folding smartphone display orders. The device, set to be unveiled in late 2026, will likely remain behind Samsung's hardware in terms of market share. Apple's supplier for iPhone Fold OLED panels will be Samsung Display, which held 22% of the foldable smartphone screen market in Q1 2026. Global shipments of foldable smartphone screens are expected to reach approximately 27.5 million units for the entirety of 2026, a 24% increase from 2025.

💡 Why It Matters

· The iPhone Fold's significant market share will drive competition towards higher average selling prices, potentially disrupting the market dynamics of foldable smartphones.
· This shift could also accelerate the adoption of premium foldable devices, further solidifying their position as a mainstream form factor.

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What to expect from Apple’s Q3 2026 results on July 30

Apple has confirmed that its third-quarter 2026 financial results will be reported on July 30. The quarterly report will reveal the company's performance during the period, marking the last quarterly results with Tim Cook as CEO. Apple's Q3 expectations include revenue growth between 14% and 17% year-over-year, with a gross margin of 47.5% to 48.5%. The conference call will feature Cook and CFO Kevan Parekh discussing the numbers. The Q3 results will also be influenced by recent price rises, which Cook warned about in June.

💡 The Q3 results will provide insight into Apple's pricing strategy, particularly with regards to the iPhone 18 generation, which is expected to launch soon. Analysts will be keen to understand how the recent price rises will impact Apple's sales and revenue.

macworld.com · Jul 3

New malicious clipboard clone raises serious security concerns for Mac users

Macworld reports that Jamf Threat Labs identified PamStealer, a new macOS malware targeting users of the Maccy clipboard manager through fake websites distributing malicious AppleScript files. The sophisticated malware uses a quiet execution chain with JXA and Rust to steal login passwords via macOS Pluggable Authentication Modules, making detection difficult. Users are advised to only download Maccy from the official maccy.app website or GitHub and avoid suspicious links. Jamf Threat Labs has issued a report on the new malware, warning users of the third-party clipboard manager Maccy of the potential threat.

💡 The evolution of PamStealer highlights the growing sophistication of macOS malware, with attackers adopting quieter execution chains and native implementations that evade traditional detection methods. This development underscores the importance of vigilance and caution when downloading software from third-party websites, even if they appear legitimate.

appleinsider.com · Jul 3

Apple says public YouTube videos can be used in AI lawsuit defense

Apple is requesting a federal court to dismiss a lawsuit filed by a group of YouTubers, who claim the company scraped their videos to train internal AI models. The lawsuit, headed by Ted Entertainment, was filed in April 2026 and also involves two golf channels. Apple argues that publicly available YouTube videos are lawfully accessible under the DMCA and YouTube's Terms of Service. The company claims that the plaintiffs made the videos public and that YouTube's measures to prevent unauthorized downloading do not control access to the works. Apple is requesting the court to throw out the lawsuit as the plaintiffs have failed to state a claim, citing the public nature of the videos and the applicable laws.

💡 Apple's defense relies on the notion that public YouTube videos are fair game for access, which could set a precedent for how companies use online content to train AI models. By dismissing the lawsuit, the court would affirm that publicly available content can be used for such purposes.

appleinsider.com · Jul 2

Steve Jobs’ Bicentennial check captures the birth of Apple and the PC…

A Steve Jobs-signed check, dated July 4, 1976, has surfaced for auction. The check, valued at $10, was written to the People's Computer Company (PCC) and marks one of the earliest recorded transactions of Apple, which was founded just months prior. The auction, hosted by RR Auction, features a collection of signatures from notable figures, including American presidents and innovators. The check's significance lies in its connection to the birth of the personal computer revolution and Apple's early days.

💡 The Steve Jobs-signed check serves as a tangible link to the nation's Bicentennial celebrations, underscoring the intersection of American history and technological innovation. By highlighting Jobs' early involvement with the People's Computer Company, the check offers a glimpse into the formative years of the personal computer industry, which would go on to transform modern society.

techcrunch.com · Jul 2

Apple is reportedly planning new iPad Pro and MacBook Pro releases early…

Apple is reportedly planning to release new iPad Pro and MacBook Pro models in the first half of next year. The company is working on four new iPad Pro models with faster chips and a new "entry-level" MacBook Pro, internally referred to as K104. Apple is also targeting the same period for the release of its first M7 processor. The new MacBook Pro is expected to be a full-fledged Pro model, a departure from the budget laptop MacBook Neo. The releases come amidst whispers of other upcoming Apple products, including a potential foldable phone.

💡 Apple's push for more budget-friendly laptops and tablets could be a strategic move to offset the impact of price hikes due to supply chain issues. By introducing more affordable options, Apple may be able to mitigate the effects of price increases, which have been substantial in some cases.

appleinsider.com · Jul 2

Confident Apple increases its iPhone Fold orders to 10 million

Apple has increased its iPhone Fold orders to 10 million for 2026 and early 2027, exceeding previous estimates of 7-8 million. The company expects to produce over 220 million devices across all iPhone models in 2026, with the iPhone Fold accounting for 29% of folding display orders. This suggests Apple has resolved manufacturing issues with the device's hinge and circuit board. The increased order volume implies a potential September launch, although shipment delays are still possible. Apple's total iPhone production for 2026 is lower than the estimated 247 million in 2025.

💡 Apple's resolve of manufacturing problems boosts its competitiveness in the folding display market, where it will rival Samsung and Huawei. Increased iPhone Fold production also indicates a strategic shift in Apple's product lineup.