A recent supply chain report suggests that Apple is in no hurry to release its first foldable device, with a potential launch in 2026 or 2027. This cautious approach allows the company to observe and learn from competitors’ experiences, particularly Samsung’s challenges with early foldable models.
The key question revolves around whether Apple’s debut foldable will be an iPhone or a replacement for the iPad mini. The report highlights that display suppliers Samsung and LG have been providing folding screen samples to Apple in the 7-8 inch range. This has sparked speculation about the nature of the device, fueling debates about a foldable iPhone or a new iteration of the iPad.
The report acknowledges the ambiguity and lack of specific details regarding Apple’s foldable device. It presents two possible scenarios—an 8-inch foldable iPhone or a foldable iPad that shrinks down to the size of an iPad mini. The uncertainty in the supply chain report reflects the ongoing exploration and decision-making process within Apple.
In summary, while the report sheds light on Apple’s interest in foldable technology, the exact form and specifications of the device remain uncertain. Apple’s deliberate approach, coupled with the limited information from the supply chain, makes it challenging to determine whether the first foldable device will be an iPhone or an iPad replacement.
