Foldable iPhone and iPad to Enter Production Next Year, Analyst Says
Apple's first two foldable devices recently entered the New Product Introduction (NPI) phase at Foxconn, according to analyst Jeff Pu.
In a research note today with GF Securities, Pu said mass production of the foldable devices is slated to begin in the second half of 2026.
The analyst believes the foldable devices will enter an early prototyping stage this April.
Pu did not provide any specific details about the two foldable devices. He is likely referring to Apple's first foldable iPhone, which is rumored to have up to an 8-inch inner display, along with a foldable iPad with up to a 19-inch screen.
Pu said the iPhone shipment outlook in 2025 is expected to be "lukewarm," due in part to Apple delaying personalized Siri features until some point "in the coming year." Looking ahead, he expects the foldable devices to boost Foxconn's business in 2026.
Rumors about foldable iPhones and iPads have been circulating for many years, and it appears that the devices are finally getting closer to launching, barring major setbacks. Depending on exactly when mass production begins in the second half of 2026, the devices could launch either later next year, or at some point in 2027.
Popular Stories
Some Apple retail employees have been told to warn customers against visiting to purchase an iPhone Duo without a pre-order on Friday, October 23.
Apple Store employees told MacRumors that they have been advised that there will likely be no iPhone Duo stock available for walk-in purchases on launch day. Staff have been instructed to discourage customers without pre-orders from coming in...
With just three days to go until the iPhone Duo is released, Apple is getting ready for the launch. Behind the scenes, the App Store now has screenshots of Apple's built-in apps running on the Duo. We've seen some apps in marketing materials, but images of the ones we haven't seen give us an idea of what it will be like using the iPhone Duo day to day.
Many apps are shown in landscape...
Despite knowing that the iPhone Duo would face "severe supply constraints" due to manufacturing challenges, Apple chose to begin iPhone Duo pre-orders on Friday instead of waiting until it had more inventory ready, according to Bloomberg's Mark Gurman. In his Power On newsletter today, he called this decision a "major mistake."
"Let me cut to the chase: Apple made a major mistake here," he...
![Apple Pulls Keynote, Pages and Numbers From App Store [Update: Back]](https://images.macrumors.com/t/Okb7kitB_gNr6qe5Pex9nQIysD8=/112x112/article-new/2026/01/Apple-Creator-Studio-iWork-suite.jpg)
