Recent insights from analyst Jeff Pu suggest that Apple is making strides toward releasing its first foldable iPhone, possibly in the next few years. According to Pu, two foldable devices have entered the New Product Introduction (NPI) phase at Foxconn, Apple’s main iPhone assembly partner. He indicated that mass production of these devices is expected to start in the latter half of 2026, aligning with previous predictions from industry expert Ming-Chi Kuo.
Though specific details about these foldable devices remain scarce, rumors are circulating about the design. The foldable iPhone is expected to feature a form similar to Samsung’s Galaxy Fold, which opens like a book. Notably, there are claims that Apple may have developed technology to eliminate the crease where the screen folds, a breakthrough that has yet to be accomplished by any brand.
In addition to the potential for the foldable iPhone, speculation surrounds a foldable iPad, rumored to feature a sizable 19-inch screen. The competitive landscape for foldable devices is heating up, especially with strong offerings from companies like Oppo and Honor, who are vying for market share. However, Pu has expressed concern over Apple’s shipment outlook for iPhones in 2025, suggesting challenges stemming from delays with Siri and AI features.
He believes these new foldable devices could revitalize Foxconn’s business in 2026. As Apple navigates this new product category, it will face stiff competition, particularly from the likes of the upcoming Galaxy Z Fold 8 and other advanced models from Chinese manufacturers. Additionally, while the foldable iPad appears to face no immediate competitors, its launch may be delayed until 2028, according to some analysts.
Overall, Apple’s entry into the foldable market could be pivotal in shaping its future trajectory.