Apple is ramping up its work on foldable devices, according to a new investor note seen by 9to5Mac. The report, from Haitong International Securities analyst Jeff Pu, says that Apple will begin mass production of a 20.3-inch foldable device in late 2025, followed by a foldable iPhone in late 2026.
Ming-Chi Kuo previously reported that Apple was working on a 20.3-inch foldable MacBook, targeting a release sometime in 2027. Ross Young also reported on Apple’s development of a 20-inch foldable hybrid device, set for a 2026 or 2027 release. Bloomberg’s Mark Gurman has also said that Apple is “exploring a dual-screen, foldable MacBook/iPad hybrid.”
If today’s report from Pu is to be believed, Apple has “accelerated” its work on foldable devices. The report says that there is “increasing visibility” of Apple’s foldable devices based on supply chain checks.
Top comment by J A
I think PC World summed it up correct saying Samsung obession of making a foldable phone they never asked if they should. There is not one Samsung folding phone that I have not see damaged in some way shape or form. Google Pixel one of the mainstream reviews a tiny tiny speck of something was on the screen which damaged it causing the reviewer to have to request another.
For this to work they have to ensure this is not a durability disaster, and to somehow eliminate the crease that is very very present on any of them. Then make the software for them compelling.
The other thing is the ONLY people that seem to want this is the media. The sales as well for all on folding phones is terrible.
There is this weird self inducing effect that the media has with Samsung and Apple. Apple introduces something and media asks where Samsung is who introduces the same thing regardless of if it is needed. Same works in reverse. Samsung comes out with folding phones media hounds where is Apple.
Pu says that Apple’s foldable would represent a “new line-up for Apple” targeting the “ultra- high-end market.” Apple is reportedly exploring two screen sizes for a foldable iPhone: 7.9-inches and 8.3-inches.
Again, the reported 20.3-inch “foldable device” will allegedly start mass production in late 2025. The foldable iPhone would then follow in late 2026.
9to5Mac’s Take
This is an incredibly aggressive timeline that hasn’t yet been corroborated by other sources. I’d treat this one with some skepticism for now. Still, it’s fun to imagine what a world in which Apple makes foldables might look like.
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