While Kuo called for the hybrid foldable from Apple to enter mass production in 2027, as we noted above, Pu says that the device will go into mass production in late 2025. Ross Young, CEO of Display Supply Chain Consultants (DSCC) and a highly accurate leaker, also has called for Apple to produce a 20-inch foldable device with a release in 2026 or 2027. When you have three analysts all saying nearly the same thing, the old saying, “Where there’s smoke there’s fire,” comes into play.
Apple is reportedly working on a foldable iPhone that will start mass production in late 2026
Pu’s note to clients might explain why his timeline calls for Apple to start mass production of its first foldable device a little earlier than Kuo and Young were thinking. Pu says that Apple has “accelerated” its work on foldable devices noting that he sees “increasing visibility” of Apple’s foldable devices based on supply chain checks. The analyst says that the foldable would target the “ultra high-end market.”
