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.

Foldable iPhone 2023 Feature Blue
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."

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Top Rated Comments

alphaswift Avatar
7 months ago
I saw a Galaxy Fold 6. Knowing Samsung is a first tier player, this tech is still not ready for prime time. No one is clamoring for a foldable Apple anything, so I hope they wait and get it right and not end up with the horrible crease that comes with the Fold 6.
Score: 25 Votes (Like | Disagree)
wonderings Avatar
7 months ago
wow, hard to believe that mass production is halted for a product that is not even announced!
Score: 20 Votes (Like | Disagree)
SW3029 Avatar
7 months ago
Is an unannounced product ever really "delayed"?
Score: 13 Votes (Like | Disagree)
JediStarWars Avatar
7 months ago
Just because you can, doesn’t mean you should. No-one is asking for this, there is no major demand. It’s niche and is never going to dominate the market. It’s like a foldable bike. Useful to a handful of people, but most people need or want a regular or high end bike. Shipments of foldable Samsungs are down 80% since 2022. It really is a gimmick.
Score: 12 Votes (Like | Disagree)
Azeroth1 Avatar
7 months ago
This form factor seems to introduce a lot of problems for benefits I really don’t see. At least based on Samsung.
Score: 12 Votes (Like | Disagree)
Ctrlos Avatar
7 months ago
How come Samsung can do it then?
Score: 10 Votes (Like | Disagree)