Recent rumors suggest that Apple is gearing up to launch its first foldable devices, marking a significant milestone for the Cupertino-based tech giant. A notable report by analyst Jeff Pu from GF Securities confirms the anticipated arrival of Apple’s inaugural foldable in 2026. This new device is expected to bolster the company's performance amid a decline in iPhone sales projected for 2025.
In a detailed note to investors shared with 9to5Mac, Pu highlights that the postponement of the new Siri experience until 2026 has dampened market expectations for iPhone sales this year. Many potential customers may feel less inclined to upgrade their devices after Apple initially marketed the iPhone 16 as the first model truly designed for Apple Intelligence, yet failed to deliver the promised features in a timely manner.
So, what could potentially revitalize demand for iPhones? According to Pu, Apple’s first foldable device is poised to play a crucial role in this recovery. This perspective aligns with insights from other industry analysts like Ming-Chi Kuo, who predicts a market rebound in 2026, primarily driven by the launch of two foldable devices from Apple. Pu notes that at least one of these innovative foldables is set to enter mass production in the latter half of 2026, with Apple already collaborating with suppliers on design and development—a process referred to as NPI (New Product Introduction).
Pu further states that the foldable device remains on schedule to commence the “P1” stage next month, which is an early phase of prototyping at Apple. Earlier this month, Kuo also reported that the anticipated foldable iPhone could have a price tag exceeding $2,000, positioning it as a premium offering. This device is expected to feature a 7.8-inch main screen alongside a 5.5-inch external display, and when unfolded, it will resemble an iPad mini.
In addition to the foldable iPhone, Apple is reportedly developing a foldable device boasting an impressive 18-inch screen, which could potentially evolve into a new Mac or iPad model. The company is striving to create foldable devices that incorporate an invisible crease, enhancing the user experience and maintaining aesthetic appeal.
The prospect of Apple’s first foldable devices has generated considerable excitement among tech enthusiasts. Are you looking forward to seeing what Apple has in store with these innovative products? Share your thoughts in the comments section below!
For more updates, check out our related articles:
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