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10h ago

Apple’s Larger Foldable Device Slips Into 2027 as iPhone Fold Keeps 2026 Date

Unspecified engineering hurdles have contributed to the delay of the 18.8-inch model.

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Analyst joins others with 2027 folding iPad expectations
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Overview

  • Supply-chain checks by GF Securities suggest the book-style foldable iPhone remains on schedule for a second-half 2026 release.
  • The larger 18.8-inch foldable device is now projected to miss its original 2026 production window and enter mass production in 2027 or later.
  • Analysts remain divided on whether the bigger model will ship as a MacBook-style hybrid running macOS or as a foldable iPad with iPadOS.
  • GF Securities analyst Jeff Pu has revised his prior forecasts to align with peers like Ming-Chi Kuo and Ross Young but offered no specific reasons for the postponement.
  • Recent updates in iOS 26 and macOS Tahoe hint that Apple is preparing its operating systems for foldable and touchscreen Mac devices.