Apple’s Foldable Devices Take a Step Closer to Reality
The wait for Apple’s foldable devices is almost over. According to analyst Jeff Pu, Apple’s first two foldable devices have entered the New Product Introduction (NPI) phase at Foxconn, signaling a significant milestone in their development. In this post, we’ll dive into the latest rumors and trends surrounding Apple’s foldable devices, and explore what this means for the tech giant’s future.
Mass Production and Launch Timeline
Pu’s research note suggests that mass production of the foldable devices will begin in the second half of 2026. This is a crucial step, as it indicates that Apple is on track to meet its rumored launch timeline. While we don’t have a specific release date yet, it’s likely that the devices will launch either later in 2026 or in 2027, depending on when mass production begins.
Foldable iPhone and iPad Details
Unfortunately, Pu didn’t provide any specific details about the two foldable devices. However, rumors suggest that the foldable iPhone will feature an 8-inch inner display, while the foldable iPad will boast a massive 19-inch screen. These devices will undoubtedly offer a unique user experience, and it will be exciting to see how Apple incorporates its signature design and functionality into these new form factors.
Impact on Foxconn and Apple’s Business
Pu believes that the foldable devices will boost Foxconn’s business in 2026, which is a significant development for the Taiwanese manufacturing giant. For Apple, the success of these devices will likely have a positive impact on its business, particularly in the second half of 2026 and beyond.
iPhone Shipment Outlook in 2025
Pu’s research note also touched on the iPhone shipment outlook in 2025, which is expected to be “lukewarm” due to Apple’s delay of personalized Siri features until “in the coming year.” This delay may impact iPhone sales in 2025, but it’s likely that the foldable devices will help drive growth in the following years.
Actionable Insights and Conclusion
While we still have a few months to go before the foldable devices launch, it’s clear that Apple is making significant progress. For consumers, this means that we can expect a new era of innovative devices that will challenge the status quo and push the boundaries of what’s possible.
For investors and analysts, this development is a significant positive, as it indicates that Apple is committed to innovation and willing to take risks to stay ahead of the competition.
In conclusion, Apple’s foldable devices are one step closer to reality, and we can’t wait to see what the future holds. Whether you’re a tech enthusiast or simply looking for the latest and greatest, these devices are sure to be a game-changer.
Summary
- Apple’s first two foldable devices have entered the NPI phase at Foxconn.
- Mass production is slated to begin in the second half of 2026.
- The devices are expected to launch either later in 2026 or in 2027.
- The foldable devices will likely boost Foxconn’s business in 2026.
- The iPhone shipment outlook in 2025 is expected to be “lukewarm” due to Apple’s delay of personalized Siri features.