Apple’s first ever Foldable iPhone could hit mass production late next year

Apple’s first ever Foldable iPhone could hit mass production late next year

  • 18.03.2025 08:59
  • gizmochina.com
  • Keywords: Apple, Foldable iPhone

Apple's first foldable iPhone may enter mass production late next year, according to reports. Analysts suggest conflicting timelines, with some indicating a possible release in 2027. The device could feature a 5.49-inch cover screen or potentially be a foldable iPad.

Apple ProductsApple ReportsAAPLsentiment_dissatisfied
open_in_newOriginal article

Estimated market influence

Apple

Apple

Negativesentiment_dissatisfied
Analyst rating: Buy

Apple's foldable iPhone is expected to enter mass production in late 2025 or H2 2026, depending on the source. This indicates a significant product development and potential market expansion for Apple.

Foxconn

Positivesentiment_satisfied
Analyst rating: N/A

As the largest supplier in Apple's supply chain, Foxconn is involved in the production of Apple's foldable devices, which could boost their revenue and solidify their position as a key manufacturing partner.

Context

Analysis of Apple's Foldable iPhone Development and Market Impact

Key Facts and Data Points

  • Production Timeline:

    • According to analyst Jeff Pu, Apple’s first foldable device(s) have entered the New Product Introduction (NPI) phase at Foxconn.
    • Mass production is expected to begin in H2 2026.

  • Possible Release Window:

    • The first foldable iPhone may not be unveiled until 2027, based on current reports.

  • Device Details ( Rumored):

    • A smaller foldable model with a 5.49-inch cover screen.
    • A larger foldable device, potentially an iPad Pro, featuring a 19-inch primary screen.

Market Trends and Business Impact

  • Entry into Foldable Market:

    • Apple’s entry into the foldable smartphone market is significant, as it follows competitors like Samsung and Huawei who have already launched successful foldable devices.
    • The delay in production (H2 2026) suggests a cautious approach by Apple, possibly due to technical challenges or strategic considerations.

  • Competitive Dynamics:

    • Apple’s delayed entry may allow competitors to further establish themselves in the foldable market.
    • However, Apple’s brand strength and ecosystem integration could give it a competitive edge once launched.

Strategic Considerations

  • Product Differentiation:

    • The rumored dual-screen design and potential integration with services like AR/VR (e.g., Apple Glasses) could differentiate the foldable iPhone from competitors.
    • If the larger device is indeed an iPad Pro, it would extend Apple’s dominance in the tablet market while entering the foldable category.

  • Supply Chain Management:

    • Foxconn’s involvement as the primary supplier underscores Apple’s reliance on its manufacturing partner for complex devices.
    • The NPI phase indicates a structured approach to production ramp-up, minimizing risks.

Long-term Effects and Regulatory Impacts

  • Technological Advancements:

    • The foldable iPhone could drive innovation in display technology, leading to thinner, more durable devices.
    • Potential integration with other Apple products (e.g., Watch, Glasses) could enhance the ecosystem experience.

  • Regulatory Considerations:

    • While not explicitly mentioned, foldable devices may face regulatory hurdles related to safety standards and battery life.
    • Apple’s reputation for quality ensures compliance but could delay release timelines further.

Conclusion

Apple’s entry into the foldable smartphone market with a late 2026/early 2027 production timeline indicates a strategic yet cautious approach. While competitors like Samsung and Huawei have already captured early market share, Apple’s brand loyalty and ecosystem integration position it for long-term success. The potential launch of a dual-screen iPhone alongside a foldable iPad Pro highlights Apple’s commitment to innovation, though the delay may allow rivals to strengthen their positions further.