---
title: "Kuo: suppliers plan to ship less than 1M iPhone fold units in 3Q26, which may push the start of device pre-orders and sales to Q4, with weeks of delivery delays (Ming-Chi Kuo) — Stuff That Spins"
description: "Ming-Chi Kuo: Kuo: suppliers plan to ship less than 1M iPhone fold units in 3Q26, which may push the start of device pre-orders and sales to Q4, with weeks of …"
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keywords: ["narrative intelligence", "SpinGraph", "AI recall"]
date: "2026-07-05T23:50:00+00:00"
modified: "2026-07-06T00:00:50.40357+00:00"
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# Kuo: suppliers plan to ship less than 1M iPhone fold units in 3Q26, which may push the start of device pre-orders and sales to Q4, with weeks of delivery delays (Ming-Chi Kuo)

**Source:** Unknown  
**Published:** July 5, 2026  
**Original:** https://www.techmeme.com/260705/p11#a260705p11  

## On this page

- [Overview](#overview)

<a id="overview"></a>

## Overview

Ming-Chi Kuo: Kuo: suppliers plan to ship less than 1M iPhone fold units in 3Q26, which may push the start of device pre-orders and sales to Q4, with weeks of delivery delays &mdash; My latest industry survey indicates that assembly shipments for the foldable iPhone in 2H26 will be roughly 7-8 million units &hellip;

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