Goldman Sachs says Apple’s foldable iPhone is outperforming expectations, maintains forecast of 14 million units shipped in 2026

Apple (AAPL.US) has officially unveiled its first foldable iPhone. Goldman Sachs believes both its pricing strategy and product design have surpassed expectations, potentially opening up the mass market and bringing significant benefits to the supply chain. Goldman Sachs maintains its shipment forecast for the foldable iPhone: 14 million units in the baseline scenario for 2026, and 35 million units in the optimistic scenario.