Recent Bloomberg reporting and supply chain updates indicate Apple’s first book-style foldable iPhone remains on track for a September 2026 introduction alongside the iPhone 18 Pro models, directly supporting the 84.5% market-implied probability of a release before 2027. Credible analysts including Ming-Chi Kuo have aligned on 2026 production timelines, while Apple’s planned lineup adjustments—delaying standard models to 2027—further signal preparation for the new device. Minor engineering snags noted in April 2026 reports have not altered the core schedule according to sources close to the matter, though late-stage production risks could still compress timelines or push shipments into late 2026. Traders appear to weigh these confirmed developments and historical Apple execution patterns more heavily than speculative delay scenarios.