Overview
- GF Securities analyst Jeff Pu reports supply-chain checks point to intact progress on the iPhone 18 Fold, reinforcing expectations for a second-half 2026 launch.
- The planned 18.8-inch foldable device, which was slated for mass production in Q4 2026, is now expected to enter production in 2027 or later.
- Observers debate whether the larger foldable will run macOS or iPadOS, with its operating system choice likely determining whether it joins Apple’s Mac or iPad lineup.
- Mark Gurman forecasts a foldable iPad launch as late as 2028, while display expert Ross Young sees it arriving in 2026 or 2027, illustrating broad uncertainty around its timeline.
- Apple’s history of postponing complex projects until they meet quality standards suggests the company will trade speed for durability in both its foldable devices and future novelties.