Apple's first foldable could come with an unexpected feature, claims expert

Apple's first foldable could come with an unexpected feature, claims expert

  • 20.03.2025 14:37
  • t3.com
  • Keywords: Success

Apple's foldable device may run on macOS instead of iPadOS, according to analyst Jeff Pu. This suggests a hybrid design combining MacBook features with a foldable display.

Apple Reports
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Context

Analysis of Apple's Potential Foldable Device: Business Insights and Market Implications

Key Facts and Data Points

  • Analyst Claim: Renowned analyst Jeff Pu suggests Apple’s foldable device will run on macOS instead of iPadOS.
  • Device Details:
    • Smaller foldable device with a 7.8-inch inner display.
    • Larger foldable device with an 18.8-inch screen, potentially serving as a laptop.
  • Timeframe: Rumored release in late 2026 or early 2027.
  • Market Context:
    • Apple’s move towards foldable devices aligns with trends in hybrid computing, blending tablets and laptops.
    • Competitors like Samsung are already dominant in the foldable smartphone market.

Business Insights

Strategic Considerations

  • ** macOS vs iPadOS**: Running the larger device on macOS instead of iPadOS signals a shift towards integrating touch functionality into traditional laptop form factors. This could appeal to users seeking a seamless transition between desktop and mobile computing.
  • Hybrid Product Strategy: Apple’s potential entry into foldable devices with a focus on productivity (via macOS) positions it as a competitor in the work-from-anywhere market, targeting professionals and tech enthusiasts.

Market Impact

  • Consumer Demand: A foldable device with an 18.8-inch screen could attract users seeking versatile, space-saving solutions for both work and leisure.
  • Competitive Landscape: Apple’s entry may intensify competition in the premium foldable market, challenging players like Samsung (Galaxy Z Fold/Flip series) and Microsoft (Surface Duo).

Long-Term Effects

  • Evolving Hardware Design: This move could set a new standard for foldable devices, potentially influencing other manufacturers to adopt similar form factors.
  • OS Integration: The integration of macOS with foldable hardware may pave the way for future innovations in touch-interface design and multitasking capabilities.

Competitive Dynamics

  • Apple’s Differentiation: By focusing on macOS, Apple aims to differentiate itself from competitors who primarily use Android-based systems for foldables.
  • Market Expansion: This could open new revenue streams for Apple, particularly in the enterprise market, where macOS has a strong foothold.

Strategic Risks

  • Technical Challenges: Foldable displays and seamless OS integration require significant R&D investment to avoid reliability issues.
  • Consumer Adoption: The success of foldable devices depends on user acceptance of new form factors and interfaces.

Industry Implications

  • Shift in Consumer Preferences: The trend towards hybrid devices may redefine how users interact with technology, blending the lines between tablets, laptops, and smartphones.
  • Regulatory Considerations: While not explicitly mentioned, future regulatory changes around device safety, battery life, or software compatibility could impact Apple’s strategy.

Conclusion

Apple’s potential entry into foldable devices with macOS represents a strategic pivot towards hybrid computing. If successful, it could redefine the market for premium tech products and set new benchmarks for innovation in hardware and software integration. However, the company must navigate technical and consumer adoption challenges to maintain its competitive edge.