Credits: Jeff Pu
Apple is ramping up its work on foldable devices, according to a new investor note. 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. 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.
According to a recent investor note obtained by 9to5Mac, Apple is intensifying its efforts in foldable technology. The note, authored by Haitong International Securities analyst Jeff Pu, suggests that Apple’s production plans include a 20.3-inch foldable device slated for late 2025, followed by a foldable iPhone expected in late 2026.
Previously, Ming-Chi Kuo had indicated Apple’s development of a 20.3-inch foldable MacBook with a tentative release window in 2027. Additionally, Ross Young mentioned Apple’s work on a 20-inch foldable hybrid device, aiming for a release in 2026 or 2027. Mark Gurman from Bloomberg also hinted at Apple exploring a dual-screen, foldable MacBook/iPad hybrid.
Pu’s report indicates an apparent acceleration in Apple’s foldable device initiatives, with the supply chain confirming growing visibility into their development. He suggests that these foldable devices will mark a significant entry into the ultra-high-end market for Apple. Furthermore, Apple is said to be considering two screen sizes for the foldable iPhone: 7.9 inches and 8.3 inches.
If Pu’s report holds true, mass production of the 20.3-inch foldable device would commence by late 2025, with the foldable iPhone following suit in late 2026.