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.