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

Popular Stories

iOS 18 CarPlay Feature

iOS 18 Adds These 5 New Features to CarPlay

Thursday June 13, 2024 7:44 am PDT by
Apple did not mention CarPlay during its WWDC keynote this week, but iOS 18 includes a handful of new features for the in-car software. Overall, there is not a whole lot new for CarPlay on iOS 18, with changes seemingly limited to the Messages and Settings apps so far. Below, we recap everything new for CarPlay on iOS 18. New for CarPlay on iOS 18 1. Contact Photos in Messages App...
ios 18 button bulge

iOS 18 Adds Pop-Out Bezel Animation When Pressing iPhone Buttons

Tuesday June 11, 2024 10:40 am PDT by
iOS 18 includes a small but interesting change for the buttons on the iPhone, adding more of a visual element when changing volume, activating the Action button, or locking the screen. When you press an iPhone button in iOS 18, the display bezel bulges outward slightly. This feature is available for the volume buttons, Action button and the power button, and it will also likely be used for...
iOS 18 Mock iPhone 16 Feature Gray

Revealed: iOS 18 Works With These iPhone Models

Monday June 10, 2024 3:57 am PDT by
iOS 18 will be compatible with the same iPhone models as iOS 17, according to a post on X today from a private account with a proven track record of sharing build numbers for upcoming iOS updates. iOS 18 will be compatible with the iPhone XR, and hence also the iPhone XS and iPhone XS Max models with the same A12 Bionic chip, but older iPhone models will miss out. Here is the full...
maxresdefault

First Look at Messages via Satellite in iOS 18

Thursday June 13, 2024 11:29 am PDT by
Apple has been gradually expanding its suite of satellite connectivity features for iPhone, and iOS 18 brings a significant new one in the form of Messages via satellite. The feature allows users to send and receive iMessages and SMS texts, including emoji and Tapbacks, while out of range of cellular and Wi-Fi networks. CNET met up with Apple's senior director of platform product marketing,...
iOS 18 Siri Integrated Feature

Massive iPhone Upgrade Coming This Week But These Devices Will Miss Out

Sunday June 9, 2024 1:25 pm PDT by
Apple is planning a major AI overhaul in iOS 18, with a feature set it is referring to as "Apple Intelligence." However, these new features will not work on older iPhones, even if they do appear on the new operating system's device compatibility list. Apple's initial AI roadmap for iOS 18 is said to come in two parts: Basic AI features that will be processed on-device, and more advanced...
Generic iOS 18 Feature Real Mock

Your iPhone 15 Can Show the Time When It's Out of Battery in iOS 18

Wednesday June 12, 2024 2:57 pm PDT by
The iPhone has had a Power Reserve function that holds back a small amount of battery life to allow features like Find My and NFC unlocking to work even when your device has died, and in iOS 18, Apple seems to be improving the feature further for the iPhone 15 models. As demonstrated on Reddit, when the battery on an iPhone running iOS 18 is exhausted, the phone can continue to show the time ...

Top Rated Comments

anthonyjr Avatar
41 months ago
No thank you.
Score: 52 Votes (Like | Disagree)
ouimetnick Avatar
41 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
41 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
41 months ago
Score: 14 Votes (Like | Disagree)
travis64 Avatar
41 months ago
Wish it was this year
Score: 12 Votes (Like | Disagree)
easy4lif Avatar
41 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)