Nearly two decades after Steve Jobs held up the original iPhone and changed what a phone could be, Apple prepares to fold that legacy into something new — a passport-sized device that opens into a small tablet, unveiled on September 9 under a first-time CEO who built it with his own hands. The arrival of John Ternus, a hardware engineer, at the helm of the world's most valuable company marks a quiet but consequential shift: from the discipline of supply chains to the ambition of invention. In Cupertino and across the industry, the question being asked is not merely whether the foldable iPhone
The Straits Times
· Aug 27, 2026
· technology
· 2 min read
High
Sourcing: Verified
Apple unveils first foldable iPhone on Sept 9 under new CEO Ternus
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Business
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Bias & Framing
⚖
Factual product announcement reporting with neutral tone; minimal bias detected in straightforward coverage of Apple's September event and leadership transition.
Bias Direction
center
Confidence
HIGH
Straightforward news reporting using standard business journalism structure; presents Apple's announcements as factual statements without editorial commentary or speculation.
biggest product introduction of the year
iconic iPhone
biggest single change to the product's look
especially critical
Analyst or industry expert commentary on competitive implications
Consumer reaction or anticipation
Potential concerns about foldable durability or pricing
Impact assessment on existing iPhone users
Perspective from Samsung or other competitors
Employee or supply chain perspectives on new CEO transition
Geopolitical Impact
🌎
Apple's foldable iPhone launch signals intensified competition in mobile technology, with geopolitical implications for US-China tech rivalry and Samsung's market position in Asia.
Escalation Risk
low
Confidence
MED
United States
South Korea
China
Taiwan
European Union
Apple's entry into foldable market challenges Samsung's dominance in premium mobile segment, reinforcing US tech leadership. CEO transition under Ternus may signal strategic shifts in supply chain (Taiwan semiconductor reliance) and competition with Chinese manufacturers (Huawei, Xiaomi). Leadership change could affect US-China tech relations and trade policy positioning.
Similar to Apple's iPhone launch (2007) disrupting Nokia/Motorola dominance, this foldable entry reshapes market hierarchy and influences semiconductor/manufacturing geopolitics, particularly Taiwan's strategic importance.
Economic Lens
📈
Apple's first foldable iPhone launch under new CEO signals major product innovation and market competition intensification, with potential to drive premium segment growth and reshape smartphone industry dynamics.
Market Signal
bullish
Confidence
HIGH
Consumer Electronics
Smartphone Manufacturing
Semiconductor/Chip Design
Retail and E-commerce
Display Technology
Telecommunications
Consumers gain access to innovative foldable technology at premium pricing; early adopters will pay higher prices for cutting-edge features. Product release timing shifts may create inventory gaps for standard iPhone models in late 2026, potentially affecting consumer choice and pricing during that period.
Potential regulatory scrutiny on supply chain practices for foldable display technology; possible antitrust considerations regarding Apple's market dominance in premium smartphones; environmental regulations on e-waste from rapidly evolving foldable devices; labor practices in manufacturing new form factors.