When and how Apple will enter the foldable device market is one of the most anticipated topics in the tech world. A recent report from GF Securities analyst Jeff Pu lifts the lid on this issue and reinforces rumors that Apple is working on two different foldable devices. One is an iPhone, the other an 18.8-inch hybrid MacBook-iPad.
Hybrid MacBook Delayed to 2027
However, Apple’s more ambitious project, the 18.8-inch foldable device, isn’t as promising. Initially scheduled for production in 2026, this massive-screen model reportedly experienced development delays, pushing mass production to 2027 at the earliest.
Foldable iPhone Coming in 2026
According to the report, Apple’s priority project is the smaller foldable iPhone. Development of this device, known as the iPhone Fold, is reportedly progressing smoothly and hasn’t experienced any disruptions in the supply chain. Jeff Pu predicts that mass production of this model will begin in the last quarter of 2026 and that it will be released alongside the iPhone 18 series. This means we could see Apple’s first foldable device within two years.
Besides the delay of this major device, debate continues over its identity. Analysts and industry sources are divided on the issue:
Those Seeing It as a MacBook: Sources such as renowned industry analyst Ming-Chi Kuo and The Wall Street Journal claim that the device will run on macOS and will be a foldable MacBook. Its design is said to resemble a MacBook from the outside, but will fold 180 degrees to provide a giant tablet experience.
Those Seeing It as an iPad: Research firm Omdia and Bloomberg’s Mark Gurman suggest that the device will be a foldable iPad and that the launch date could even be as late as 2028.
It all depends on which operating system Apple chooses for this device. The hardware is expected to be powerful enough to run both systems.
In summary, Apple’s foldable strategy is slowly taking shape. While the company plans to enter the market with a more confident move, a foldable iPhone, it’s not rushing to perfect its more revolutionary device, which will combine laptop and tablet functions. However, it’s important to remember that all this information is based on analyst reports, and caution is advised until an official statement from Apple is released.
