Analysis: Foldable iPhone and iPad Launch in 2026

Key Facts and Data

• Analyst Claim: Jeff Pu states Apple will begin prototyping its first two foldable devices, with mass production scheduled for the second half (2H) of 2026.
• Manufacturing Timeline: Production is expected to start in the second half of 2026.
• Rumors and NPI Stage: Multiple rumors since January 2025 suggest Apple is working with a foldable display manufacturer. Pu confirms the devices are in the New Product Introduction (NPI) stage.
• Device Speculation: It remains unclear if the two foldable devices will be one iPhone and one iPad or two of the same type.
• iPhone Shipments: Pu predicts "lukewarm" shipments over the next 12 months due to market saturation, but expects foldable devices to boost Foxconn's business.

Market Implications

• Foldable Device Trend: Apple entering the foldable device market aligns with industry trends, intensifying competition with Samsung and other manufacturers already offering foldable smartphones and tablets.
• Market Expansion: Foldable iPads could tap into demand for versatile devices that combine tablet and laptop functionality, potentially displacing traditional laptops and ultrabooks.
• Consumer Appeal: Foldable iPhones may appeal to tech enthusiasts but face skepticism due to the iPhone's long product lifecycle (20th anniversary by 2026).

Competitive Dynamics

• Strategic Move: Apple's entry into foldables signals a shift toward innovation in form factors, potentially reinvigorating interest among loyal customers.
• Supply Chain Impact: Foxconn is expected to benefit from increased production demands, solidifying its role as a key supplier for Apple.

Potential Success Factors

• Foldable iPad: Integration with existing accessories (e.g., keyboard cases) could make it a practical choice for productivity and portability.
• Foldable iPhone: May appeal to niche markets but faces challenges in justifying the form factor over traditional smartphones.

Long-Term Effects

• Industry Impact: The success of Apple's foldables could influence other manufacturers to accelerate their own foldable device development.
• Regulatory Considerations: No specific regulatory hurdles are mentioned, but competition authorities may monitor market dynamics if Apple dominates the foldable segment.

Analyst Credibility

• Jeff Pu has a history of accurate yet sometimes incorrect predictions, adding uncertainty to his claims about Apple's foldable devices.

Conclusion

Apple's planned launch of foldable iPhones and iPads in 2026 represents a strategic move to innovate and maintain market leadership. While the success of these devices hinges on consumer reception, they could reshape the competitive landscape for both smartphones and tablets.