Apple's First Foldable iPad Could Face Delays Into 2026

Apple's first foldable device may not hit its previously expected 2025 schedule for mass production, based on new comments made by Haitong analyst Jeff Pu.

In a note to investors seen by MacRumors, Pu said that he continued to expect enhanced Apple product power driven by the likes of the iPhone 17 and Apple Intelligence, but this came despite some "pushouts" seen for Apple's foldable iPad.

When investors or analysts use the term "pushout" in relation to product releases, they typically mean the expected release date has been moved further into the future, either because there's a delay in the development or manufacturing process, or the company has decided to postpone the launch for other reasons.

In a May report, Pu said Apple's first foldable devices would reach mass production in 2025 and 2026, following increasing evidence of foldable devices in Apple's supply chain. At the time, the analyst said Apple would likely release a large-screen foldable iPad or MacBook in that timeframe before launching a higher-volume foldable iPhone in late 2026.

Pu had said one Apple foldable with a 20.3-inch display would start production in late 2025, which was sooner than previously expected. However, Pu now thinks Apple will join the foldable market in the second quarter of 2026 due to "display durability issues."