Overview
- Nikkei Asia reported that problems in production verification testing are jeopardizing the schedule for mass production and shipments.
- Sources cited in the coverage said Apple extended engineering tests through April into early May as current fixes are not solving the issues, putting the supply chain under heavy pressure.
- Analysts now expect any debut after the iPhone 18 Pro cycle, with Barclays’ Tim Long projecting a window in late 2026 or 2027.
- Apple has not confirmed the device or its name, and reported specs, a starting price near $2,000, and a 7–8 million unit launch target remain unverified estimates.
- Rivals like Samsung and Motorola already sell foldable phones, so a delay could give competitors more time to strengthen their hold on the category.