Kuo: Apple to Launch 8-Inch Foldable iPhone in 2023

Apple is working to launch a foldable iPhone with an 8-inch QHD+ flexible OLED display in 2023, Apple analyst Ming-Chi Kuo said today in a note to investors that was seen by MacRumors.

Foldable iPhone 2023 Feature Yellow

Based on our latest industry survey, we forecast that Apple will likely launch a foldable iPhone with an 8-inch QHD+ flexible OLED display in 2023, with SDC as the exclusive display supplier and Samsung Foundry as the exclusive DDI foundry provider. Based on Apple's requested capacity plan, we predict that the foldable iPhone shipments will reach 15-20 million units in 2023. We expect that the foldable iPhone will adopt TPK's silver nanowire touch solution because of its several advantages over SDC's Y-Octa technology.

Kuo predicts that foldable smartphones will become a "must-have" for all major smartphone brands and will boost the next "super replacement cycle" for high-end models, and he believes Apple is well positioned to be the "biggest winner" in the foldable device trend. Apple will ship 15 to 20 million foldable iPhones in 2023, according to Kuo.

At present, the product position of foldable smartphones is mainly to integrate the smartphone and tablet. But we believe that the foldable smartphone is only one of the applications of the foldable design. We predict that foldable devices will blur the product segmentations between smartphones, tablets, and laptops in the future. With its cross-product ecosystems and hardware design advantages, Apple will be the biggest winner in the new foldable device trend.

Kuo believes that the upcoming ‌iPhone‌ will adopt a silver nanowire touch solution for the device's display, which will create a "long-term competitive advantage" for Apple in the foldable device market. This display technology will be needed for future foldable devices that support more than a single fold.

Future foldable devices will require touch technology that supports multiple folds (vs. only a single fold in current foldable smartphones), rollable, medium to large size display, and durability. When comparing the advantages of the above specifications, the silver nanowire is similar or superior to SDC's Y-Octa.

Kuo says that Apple is already using silver nanowire for the touch interface of the HomePod, allowing Apple to "master the technology" at a lower cost using small volume production.

This is not the first time that we've heard rumors from Kuo about a foldable ‌iPhone‌. Back in March, Kuo said that Apple could be planning to launch a foldable ‌iPhone‌ with a 7.5 to 8-inch display in 2023, though at the time, Kuo said that this launch timeline would be dependent on Apple solving "key technology and mass production issues."

Kuo said in the same note that development on a foldable ‌iPhone‌ had "not yet officially kicked off," though Apple's plans may have progressed with Kuo now providing additional details about the display technology the company plans to use.

Related Roundup: iPhone 13
Related Forum: iPhone

Top Rated Comments

anthonyjr Avatar
38 months ago
No thank you.
Score: 52 Votes (Like | Disagree)
ouimetnick Avatar
38 months ago
I don’t see the appeal in foldable phones just for the sake of a folding display panel.

I think this is a fad that will go the way of 3D TV, curved TV, HD-DVD, etc
Score: 27 Votes (Like | Disagree)
ian87w Avatar
38 months ago
Maybe this is where the iPad mini is heading. Not an iPhone since it’s a risky endeavor for the main cash cow, but the iPad mini can be an experiment. Foldable iPad mini for a more compact stowing.
Score: 24 Votes (Like | Disagree)
Lounge vibes 05 Avatar
38 months ago
Score: 14 Votes (Like | Disagree)
travis64 Avatar
38 months ago
Wish it was this year
Score: 12 Votes (Like | Disagree)
easy4lif Avatar
38 months ago
Foldable phones are the 3D HDTVs of this decade.

remember when every pundit predicted how every home would have a 3D tv by 2020, ?How every movie would utilized 3D to bring in movie goers, how eventually we wouldn’t even need those glasses anymore

How did that turn out

also, if Samsung sells theirs for 2k, expect apple to charge 4K for theirs
Score: 12 Votes (Like | Disagree)

Popular Stories

iPhone 16 Camera Lozenge 2 Perspective Gray

Five Key Upgrades Coming to iPhone 16

Friday March 15, 2024 1:45 pm PDT by
The iPhone is Apple's top-selling product, and it gets an update every year. In 2024, we're expecting the iPhone 16 and iPhone 16 Pro lineup, with an arguably more interesting feature set than we got with the iPhone 15 and iPhone 15 Pro. Subscribe to the MacRumors YouTube channel for more videos. Capture Button All four iPhone 16 models are set to get a whole new button, which will be...
iphone se 4 modified flag edges

iPhone SE 4 Expected to Depreciate Heavily

Tuesday March 12, 2024 9:04 am PDT by
Resale value trends suggest the iPhone SE 4 may not hold its value as well as Apple's flagship models, according to SellCell. According to the report, Apple's iPhone SE models have historically depreciated much more rapidly than the company's more premium offerings. The third-generation iPhone SE, which launched in March 2022, experienced a significant drop in resale value, losing 42.6%...
apple wallet drivers license feature

Apple Said iPhone Driver's Licenses Would Expand to These 8 U.S. States… Two Years Ago

Thursday March 14, 2024 7:33 am PDT by
In just four U.S. states, residents can add their driver's license or ID to the Apple Wallet app on the iPhone and Apple Watch, providing a convenient and contactless way to display proof of identity or age at select airports, businesses, and venues. Adoption of the feature has been slow since Apple first announced it in September 2021, with IDs in the Wallet app only available in Arizona,...
airpods 3 orange

Two New AirPods 4 Models Expected to Launch in September or October

Sunday March 17, 2024 7:56 am PDT by
Apple suppliers will begin production of two new fourth-generation AirPods models in May, according to Bloomberg's Mark Gurman. Based on this production timeframe, he expects the headphones to be released in September or October. Gurman expects both fourth-generation AirPods models to feature a new design with better fit, improved sound quality, and an updated charging case with a USB-C...
When To Expect New iPads Feature 1

Apple to Announce New iPads on March 26, Rumors Claim

Monday March 18, 2024 4:02 am PDT by
Apple is widely expected to release new iPad Air and OLED iPad Pro models in the next few weeks. According to new rumors coming out of Asia, the company will announce its new iPads on Tuesday, March 26. Chinese leaker Instant Digital on Weibo this morning 日发布%23">claimed that the date will see some sort of announcement from Apple related to new iPads, but stopped short of calling it an...
OLED iPad Air

iPad Air Next on Apple's OLED Tablet Roadmap Following iPad Pro

Friday March 15, 2024 3:30 am PDT by
The iPad Air will be the next Apple tablet to adopt OLED display panel technology following its upcoming OLED iPad Pro models, according to an updated forecast from research firm Omdia (via The Elec). "In 2028, we expect the iPad Air to go OLED as well, with the iPad Air using single-stack and the iPad Pro using two-stack tandem OLEDs," said Omdia researcher Kang Min-soo, speaking on...
Walmart MacBook Air M1

Walmart Begins Selling MacBook Air With M1 Chip for $699 in U.S.

Friday March 15, 2024 6:57 am PDT by
Walmart today announced that it has started selling the MacBook Air with the M1 chip in the U.S., with pricing set at a very reasonable $699. The laptop can be ordered now on Walmart.com, and it will be available soon at select Walmart stores. This is the first time that customers can purchase a Mac that is sold directly by Walmart, the company said in a press release. Some other retailers...