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iPhone Flip and Foldable iPad could finally go into mass production next year — what we know

iPhone Flip and Foldable iPad could finally go into mass production next year — what we know

  • 17.03.2025 11:45
  • tomsguide.com
  • Keywords: dangerous, success

Apple’s foldable devices, including an iPhone and iPad, may enter mass production by late 2026, according to analyst Jeff Pu. Prototyping began in April 2023, with the first products likely launching in early 2027.

Apple ProductsAAPLsentiment_dissatisfied

Estimated market influence

Apple

Apple

Negativesentiment_dissatisfied
Analyst rating: Buy

Apple has been slow to release foldable devices, which could impact their market position.

Foxconn

Positivesentiment_satisfied
Analyst rating: N/A

Mass production of Apple's foldables at Foxconn is expected to boost their revenue.

Context

Analysis of iPhone Flip and Foldable iPad Market Implications

Key Facts

  • Two foldable Apple devices have entered New Product Introduction (NPI) phase at Foxconn, according to Jeff Pu of GF Securities.
  • Mass production is expected to begin in the second half of 2026, with early prototyping starting in April 2023.
  • The devices are rumored to include:
    • iPhone Flip: A foldable iPhone.
    • Foldable iPad: A foldable version of Apple's tablet.
  • Pu predicts a "lukewarm" year for iPhone shipments in 2025, partly due to Apple's [incomplete data].

Market Insights

  • The entry into NPI phase suggests that Apple is making significant progress toward launching its foldable devices, potentially boosting innovation in the smartphone and tablet markets.
  • The 2026 mass production timeline indicates a long gestation period but aligns with industry standards for complex product development.
  • Foldable devices are expected to stimulate demand and provide a competitive edge for Apple in the premium smartphone and tablet segments.

Competitive Landscape

  • Apple's move into foldables positions it against competitors like Samsung, which has been a pioneer in the foldable phone market.
  • The iPhone Flip could disrupt the current smartphone market, particularly among consumers seeking unique form factors and advanced features.
  • The foldable iPad may appeal to users looking for versatile devices that combine the functionality of tablets and laptops.

Long-term Implications

  • The success of these devices will depend on factors such as pricing, durability, and user experience with foldable designs.
  • Apple's entry into foldables could influence other tech companies to innovate further in device form factors.
  • Regulatory impacts may arise from new standards or safety requirements for foldable devices, potentially affecting production costs.

Strategic Considerations

  • Foxconn is likely to benefit significantly from the mass production of these devices, strengthening its position as Apple's key manufacturing partner.
  • The 2027 launch timeframe suggests that Apple is aiming to capture early adopters and holiday season sales in the following year.
  • The foldable devices could redefine consumer expectations for mobile computing, potentially accelerating the adoption of similar products across the industry.

Conclusion

Apple's push into foldable iPhones and iPads signals a strategic shift toward innovation in device form factors. While challenges remain, including competition and technical hurdles, the potential market impact is significant. The 2026 production timeline and 2027 launch suggest Apple is methodically preparing to enter this competitive yet lucrative market segment.