March 2026 was a difficult month for U.S. tech stocks. They have since shown some signs of recovery, but the uncertain context surrounding the war in Iran could once again send markets tumbling in the coming days.
In this context, rumors about Apple’s next iPhone, a foldable version, are becoming increasingly persistent. Some claim a launch could take place as early as September 2026, while others point to production issues that may delay its release.
A good idea, really?
While Apple is likely aiming to draw inspiration from Samsung’s success in the foldable smartphone market, this strategic positioning raises questions.
On one hand, there is genuine demand in this segment, and it is easy to imagine the Cupertino-based company capturing significant market share, thanks to the strength of its brand and its unique ability to produce cutting-edge devices.
On the other hand, this new model reinforces an idea that is now firmly rooted in the minds of many consumers: Apple is no longer innovating. The company appears content to watch its competitors, then follow suit and attempt to catch up using its expertise.
Apple's biggest challenge
Under Tim Cook’s leadership, Apple has abandoned its ambitions in the electric and autonomous vehicle market in order to focus on artificial intelligence, a crucial sector in which it appears to be lagging behind its main competitors.
Although it has reportedly considered acquiring the French startup Mistral AI or Perplexity, Apple is still struggling to establish a strong presence in this ecosystem: no product or large language model has yet made a significant impact.
However, not all is lost. The AI market is still in its early stages. The Mac Mini seems to be enjoying renewed success, as many people are purchasing it to run local agents and fully leverage the capabilities of tools like OpenClaw.
Conclusion
Thus, while the success of Apple’s new foldable smartphone is certainly possible, it is difficult to see it as a true turning point for the brand, whose future will likely be decided on other fronts. A major challenge for its new head of AI, Amar Subramanya.