Apple to Launch Two Foldable Devices in 2026 [Analyst]

Apple is preparing to enter the foldable market with not one but two devices slated for release in 2026, according to a new investor report from GF Securities analyst Jeff Pu. The report, focused on supplier Hon Hai Technology (commonly known as Foxconn), claims that Apple has awarded the company the contract to produce two foldable devices, with mass production targeted for the second half of 2026. This aligns with growing speculation about Apple's foldable ambitions, offering a potential timeline for customers eagerly awaiting its entry into a new category.We expect the business to recover in 2026, regardless of LLM Siri's launch or not, driven by the recent award of NPI for Apple's two foldable devices, targeting to enter MP in 2H26. The first device, a foldable iPhone, is expected to address a long-standing issue in foldable tech: the display crease. Recent reports from South Korea's ETNews indicate Apple has developed new materials to eliminate the visible wrinkle, aiming to set its offering apart from competitors like Samsung. Pu's report suggests this foldable iPhone will hit mass production in late 2026, with Hon Hai entering the "P1" development stage this April. Sources peg the design with a 5.49-inch external screen and a 7.74-inch internal display, folding inward like a book. Apple's supply chain is already mobilizing, with Samsung Display tapped for OLED panels and Corning likely providing the cover glass.Continue ReadingShare Article:Facebook, Twitter, LinkedIn, Reddit, EmailFollow iClarified:Facebook, Twitter, LinkedIn, Newsletter, App Store, YouTube

Mar 17, 2025 - 17:45

Apple to Launch Two Foldable Devices in 2026 [Analyst]

Apple is preparing to enter the foldable market with not one but two devices slated for release in 2026, according to a new investor report from GF Securities analyst Jeff Pu. The report, focused on supplier Hon Hai Technology (commonly known as Foxconn), claims that Apple has awarded the company the contract to produce two foldable devices, with mass production targeted for the second half of 2026. This aligns with growing speculation about Apple's foldable ambitions, offering a potential timeline for customers eagerly awaiting its entry into a new category.

We expect the business to recover in 2026, regardless of LLM Siri's launch or not, driven by the recent award of NPI for Apple's two foldable devices, targeting to enter MP in 2H26.

The first device, a foldable iPhone, is expected to address a long-standing issue in foldable tech: the display crease. Recent reports from South Korea's ETNews indicate Apple has developed new materials to eliminate the visible wrinkle, aiming to set its offering apart from competitors like Samsung. Pu's report suggests this foldable iPhone will hit mass production in late 2026, with Hon Hai entering the "P1" development stage this April. Sources peg the design with a 5.49-inch external screen and a 7.74-inch internal display, folding inward like a book. Apple's supply chain is already mobilizing, with Samsung Display tapped for OLED panels and Corning likely providing the cover glass.

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