Apple has been a leader in mobile technology for many years, and now the company is preparing to venture into the foldable device market. Analyst Jeff Pu from GF Securities reports that Apple’s inaugural foldable iPhone and iPad have officially moved into the New Product Introduction (NPI) stage at Foxconn. If everything proceeds as anticipated, mass production is projected to start in the latter half of 2026, representing a major step forward in Apple’s strategy for foldable devices.
Apple’s Foldable iPhone & iPad: What We Know So Far
While Apple has remained tight-lipped about its foldable device development, industry analysts and supply chain leaks have provided valuable insights into what to expect.
Early Prototyping in 2025
Jeff Pu’s research note reveals that Apple plans to begin the early prototyping phase for its foldable devices in April 2025. This stage is essential for fine-tuning the design, durability, and functionality of these innovative gadgets.
Foldable iPhone: A Compact Yet Expansive Display
The upcoming foldable iPhone is anticipated to feature an inner display of up to 8 inches, positioning it as one of the largest foldable smartphones available. This would place it in direct competition with Samsung’s Galaxy Z Fold series and Google’s Pixel Fold. The design is rumored to adopt either a clamshell or book-style fold, allowing for easy portability while maximizing screen space.
Foldable iPad: A Game-Changer in Tablet Computing
Even more exciting is the potential foldable iPad, which could offer a remarkable 19-inch display when fully opened. This device is set to transform the tablet experience, possibly combining the best features of a MacBook and an iPad into a single, highly portable unit.
At present, foldable tablets are still in their early stages, with only a few models from companies like Lenovo and Samsung. Apple’s rumored 19-inch foldable iPad could revolutionize this market by providing exceptional multitasking capabilities, a new avenue for creative expression, and enhanced portability for professionals and artists alike.
Impact on iPhone Shipments in 2025
Pu also mentions that the iPhone shipment forecast for 2025 is expected to be “lukewarm,” partly due to Apple’s choice to postpone significant Siri-based AI improvements. The expected launch of foldable devices in 2026 could help bolster Apple’s sales and benefit Foxconn’s manufacturing operations.
Challenges Apple May Face in the Foldable Market
- Durability Concerns: Foldable devices have historically struggled with screen durability, hinge robustness, and overall longevity. Apple will need to perfect these elements to ensure a seamless user experience.
- High Production Costs: Manufacturing foldable displays and hinges is significantly more expensive than traditional smartphone screens. This could lead to high price points that may limit adoption.
- Software Optimization: iOS and iPadOS will need significant updates to ensure a smooth transition between folded and unfolded states, enhancing app continuity and user interaction.
- Market Timing: By the time Apple launches its foldable devices, Samsung and other competitors will have released multiple products and models, refining their designs and gaining a strong foothold.
What This Means for the Future of Apple Devices
Apple’s move into the foldable market represents a significant change in its device strategy. By introducing foldable devices, Apple has the opportunity to broaden the iPhone range to appeal to a new high-end audience. Additionally, this innovation will transform the iPad experience, providing a more portable yet spacious option for both work and leisure. It will also allow Apple to utilize advancements in AI and Siri to enhance user interactions on foldable screens while driving improvements in macOS and iPadOS to boost productivity features tailored for these devices.
A New Era of Apple Innovation
The anticipated foldable iPhone and iPad could signify a pivotal advancement in mobile technology. Although production is still about a year away, Apple’s strategic direction indicates a strong dedication to integrating foldable devices into its product lineup. If the company can tackle durability issues, refine its software, and uphold its design standards, these foldable devices could establish a new benchmark in the industry when they are expected to launch in 2026 or 2027.
As the foldable market gains momentum, Apple’s entry is poised to reshape expectations, merging innovation with practicality in a uniquely Apple way.
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