Apple's 18.8-Inch Foldable Device Could Miss 2026 Production Target

Along with the iPhone 18 Fold expected to launch in late 2026, Apple is working on a larger-screened foldable device that could be a MacBook-iPad hybrid of some sort. According to one analyst, both devices were set to enter mass production towards the end of next year, but a new report now suggests the larger model is further away than originally thought.

iPhone Fold Vertical Feature
In a research note reflecting on Apple's recent third-quarter earnings, investment firm GF Securities' lead analyst Jeff Pu said he expects "limited innovation" from Apple in its upcoming iPhone 17 lineup. Instead, Pu reserves his excitement for the iPhone 18 Fold, for which he has seen "intact progress" in the supply chain pointing to a release in the second half of 2026.

"On the other hand," writes Pu, "the 18.8-inch foldable device is likely to be postponed." The analyst offered no reason for the expected delay, but the report suggests the device will no longer enter mass production in the fourth quarter of 2026 for a likely 2027 release, as previously indicated.

Bloomberg's Mark Gurman believes that Apple is working on a foldable ‌iPad‌ with a 20-inch display that will come out in 2028, while analyst Ross Young has said that he expects a foldable tablet-like device in 2026 or 2027, so it's safe to say there's uncertainty about a launch date. There also appear to be conflicting reports about what kind of device the larger foldable will be.

Pu believes the foldable device that Apple is working on will be a MacBook-iPad hybrid with a touch-based screen and support for macOS. Apple analyst Ming-Chi Kuo has also referred to Apple's larger foldable device as a MacBook, while Ross Young has also written about Apple's work on a notebook with an 18.8-inch display. The Wall Street Journal said in December that Apple is working on a 19-inch MacBook with a foldable screen.

However, Gurman has referred to Apple's large-screened foldable device as an ‌iPad‌, as has research firm Omdia. Whether the large-screened foldable is ultimately an ‌iPad‌ or a Mac will come down to the operating system that Apple is planning to use. If the device runs macOS, it'll be in the Mac family, and if it runs iPadOS, it'll be in the ‌iPad‌ family. Gurman has claimed that some of the design updates that Apple has made in iOS 26 and macOS Tahoe to unify the operating systems will pave the way for foldable devices and touchscreen Macs, so a hybrid is also a possibility.

All in all, the details of Apple's larger foldable device remain murky. That's in contrast to rumors about Apple's smaller book-style foldable iPhone, which have recently been converging on a 2026 release.

Popular Stories

iOS 26 Battery Glass Feature

iPhone 16 Pro Max 80% Charge Limit: One Year Later, Was It Worth It?

Wednesday September 24, 2025 3:58 pm PDT by
With the iPhone 15 series, I did an experiment and kept my iPhone's Charge Limit set at 80 percent for an entire year. It provided an interesting look at the impact of charge limits on battery longevity, so I decided to repeat it for the iPhone 16 line. Since September 2024, my iPhone 16 Pro Max has been limited to an 80 percent charge, with no cheating. As of today, my battery's maximum...
iOS 26

Everything New in iOS 26.1 Beta 1

Monday September 22, 2025 12:44 pm PDT by
Apple released the first beta of iOS 26.1 today, just a week after launching iOS 26. iOS 26.1 mainly adds new languages to Apple Intelligence, but there are a few other features that are worth knowing about. New Apple Intelligence Languages Apple Intelligence is now available in Danish, Dutch, Norwegian, Portuguese (Portugal), Swedish, Turkish, Chinese (Traditional), and Vietnamese. AirPo...
iPhone 17 Pro Colors

Skipped the iPhone 17 Pro? Here's What is Rumored for iPhone 18 Pro

Tuesday September 23, 2025 8:55 am PDT by
While the iPhone 18 Pro and iPhone 18 Pro Max are still a year away, there are already a few rumors about the devices that offer an early look ahead. Below, we have recapped some of the early iPhone 18 Pro rumors so far. This story was published previously, and it has been updated to reflect the latest rumors. Many early rumors prove to be true, but nothing is confirmed yet, and Apple's...
apple tv 4k new orange

Next Apple TV Expected to Launch This Year With These New Features

Monday September 22, 2025 10:00 am PDT by
The next Apple TV is expected to be released later this year, and a handful of new features and changes have been rumored for the device. Below, we recap what to expect from the next Apple TV, according to rumors. Likely Features N1 Chip With Wi-Fi 7 Last year, Bloomberg's Mark Gurman said the next Apple TV would be equipped with Apple's own combined Wi-Fi and Bluetooth chip, which is...
iphone 17 pro dark blue 1

Apple Blames In-Store MagSafe Chargers for iPhone 17 Pro Display Model Scratches

Wednesday September 24, 2025 10:22 am PDT by
The marks on the iPhone 17 Pro models that people have noticed at Apple retail stores are caused by the chargers that Apple uses, Apple confirmed today. Apple told 9to5Mac that worn MagSafe charging stands in stores are causing marks on the iPhone 17 Pro and iPhone 17 Pro Max. Apple says that the marks are not scratches, and are instead material transfer from the stand to the phone. The...
iPhone 17 Pro USB C Port

iPhone 17 Pro Max's USB-C Charging Speeds Tested With Apple Chargers

Monday September 22, 2025 7:29 am PDT by
The website ChargerLAB has tested the iPhone 17 Pro Max's USB-C charging speeds with a variety of Apple's chargers, from 18W to 140W. The device reached a peak charging speed of around 36W with the following Apple chargers:40W Dynamic Power Adapter with 60W Max 61W USB-C Power Adapter 67W USB-C Power Adapter 70W USB-C Power Adapter 96W USB-C Power Adapter 140W USB-C Power AdapterFor...
AirPods Pro 3 Newsroom

Apple's 'Back to School' Offer Ends Soon, Now Applies to AirPods Pro 3

Wednesday September 24, 2025 7:20 am PDT by
Apple's annual "Back to School" promotion for students ends soon, so act fast if you want to score free AirPods with the purchase of an eligible new Mac or iPad. Until Tuesday, September 30, college students and qualifying educational staff in the U.S. can receive free AirPods 4 with Active Noise Cancellation when they purchase an eligible new Mac or iPad from Apple. This is a $179 value. ...
ios 26 digital id passport wallet

Apple Confirms iOS 26 Wallet Passport Feature is Coming in 2025

Tuesday September 23, 2025 1:06 pm PDT by
Digital ID, the iOS 26 feature that lets U.S. passport holders add their passports to the Wallet app, is coming later in 2025, Apple confirmed today. Apple updated the release timing wording of Digital ID on its iOS 26 features page. "Digital ID will be coming later this year with US passports only," it reads. Prior to today, the footnote for the feature said "Digital ID will be available ...
Apple Intelligence General Feature 2

iOS 26.1 Adds New Apple Intelligence Languages and Expands AirPods Live Translation

Monday September 22, 2025 11:15 am PDT by
With iOS 26.1, Apple Intelligence is gaining support for additional languages, including Danish, Dutch, Norwegian, Portuguese (Portugal), Swedish, Turkish, Chinese (Traditional), and Vietnamese. Apple announced plans to expand the languages that can be used with Apple Intelligence last year, and now the added language support is here. Apple Intelligence is now available in the following...
maxresdefault

iPhone 17 Pro is Vulnerable to Scratching, But Not Where You Might Think

Tuesday September 23, 2025 2:18 pm PDT by
Early reports have suggested that the iPhone 17 Pro and iPhone Air are more vulnerable to scratches and scuffs, primarily due to damage spotted at Apple Stores. Apple customers have discovered that the iPhone Air and iPhone 17 Pro models Apple has out for display at its retail locations have scratching in the area of the MagSafe charger. Those devices are handled by hundreds to thousands of...

Top Rated Comments

MacKid Avatar
8 weeks ago
One month ago: work on the larger foldable is suspended ('https://www.macrumors.com/2025/07/02/apple-pauses-foldable-ipad-development/')

Today: THEY WILL MISS THEIR DEADLINE
Score: 10 Votes (Like | Disagree)
Donkey Man Avatar
8 weeks ago
Product-wise, basically everything at Apple is a missed target these days.
Score: 6 Votes (Like | Disagree)
TechRunner Avatar
8 weeks ago
These analysts don't even know for sure what the device is. This is waaaay early in the rumor cycle to try and nail down a release date.
Score: 5 Votes (Like | Disagree)
jlc1978 Avatar
8 weeks ago

I wonder if this device serves any purpose, addresses any specific need, or solves any problem. It seems to me that it does nothing at all, its only goal being a silly attempt to show that they're actively competing in the foldable screen race. Pointless? Sure, but shareholders might feel reassured for a moment.
I'm thinking the same thing.All all glass Mac would make for a terrible typing experience; and MacOS isn't designed to be a touch OS. How many uses who want a bigger Mac screen would also want to carry around a keyboard and mouse?

As for a bigger iPad, at what point does it become unwieldy to hold? They could put the keyboard below the fold, but how many people regularly use a keyboard with their iPad? Will those that do like a virtual keyboard with little or no tactile feedback?

This seems more like an R&D effort than a real product.
Score: 5 Votes (Like | Disagree)
jayducharme Avatar
8 weeks ago
I’m glad it’s delayed. It will give me more time to arrange for a second mortgage in order to afford one.
Score: 4 Votes (Like | Disagree)
johntherazz Avatar
8 weeks ago
I remain unconvinced that Apple would ever release a MacBook without a regular keyboard. A foldable screen where half of it is only ever used as a keyboard would be an expensive change with a much worse typing experience. I’m happy for them to take as much time as they need to get this right rather than rushing to be first to market with a pointless gimmick
Score: 3 Votes (Like | Disagree)