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3w ago

Apple Confirms 2026 iPhone Fold, Delays 18.8-Inch Model to 2027

Supply chain checks show the iPhone 18 Fold is on track for H2 2026 mass production with the larger 18.8-inch device deferred into 2027 or later.

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Analyst joins others with 2027 folding iPad expectations
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Overview

  • GF Securities analyst Jeff Pu reports “intact progress” on the iPhone 18 Fold, keeping its book-style design slated for second-half 2026 output.
  • Pu’s latest research note indicates the 18.8-inch foldable will not enter Q4 2026 production, moving its expected release window into 2027 or beyond.
  • Industry observers disagree on whether the larger model will run macOS as a hybrid MacBook-iPad or ship with iPadOS as a foldable iPad.
  • Updates in iOS 26 and macOS Tahoe include interface refinements aimed at unifying the platforms for foldable form factors and touchscreen Mac experiences.
  • Key suppliers such as Samsung Display for panels and Fine M-Tec for hinges are ready, but Apple’s cautious new-product strategy has extended the larger device’s timeline.