Overview

• Apple now projects 8–10 million foldable iPhones in 2026 and 20–25 million in 2027, up from prior internal targets, according to Ming‑Chi Kuo.
• General Interface Solution is set to handle exclusive backend processing of Ultra‑Thin Glass for Apple’s foldable devices starting in 2026, working alongside Corning as the raw UTG supplier.
• UTG processing is estimated to cost two to four times more than conventional cover glass due to sensitivity to micro‑cracks and stress fatigue, Kuo reports.
• GIS will become the exclusive supplier of Pancake lenses for the lower‑cost Vision Air headset projected for 2027, with shipments around one million units and a design lighter and cheaper than Vision Pro.
• The roadmap outlined in the note points to a foldable iPhone targeted for 2026 and a foldable iPad expected around 2028 with lower volumes and higher unit pricing.