Analyst Jeff Pu claims that Apple is about to begin prototyping its first two foldable gadgets, with mass manufacturing scheduled for 2026.
Pu says that manufacturing will start within the second half of 2026, which matches current rumors, no less than regarding the iPhone Fold. Since January 2025, a number of rumors have claimed that Apple has chosen its foldable show producer.
Jeff Pu’s new be aware, as seen by MacRumors, particularly states that there are to be two foldable gadgets. He says that they’re getting into Apple’s New Product Introduction (NPI) stage, and that mass manufacturing is scheduled for 2H26.
Pu doesn’t title the iPhone or iPad, nonetheless, so even when his report is appropriate, it is conceivable that Apple is engaged on two foldable iPads, or two foldable iPhones. The almost definitely state of affairs, although, is that it’s considered one of every — though even then, it doesn’t imply that Apple will essentially launch each on the identical time.
Alongside the claims in regards to the foldable gadgets, Pu predicts that iPhone shipments shall be “lukewarm” over the following 12 months due to the just lately introduced delays to Apple Intelligence. He says, although, that the foldable gadgets will change that, and particularly that they’ll increase producer Foxconn’s enterprise.
All Apple gadgets undergo a New Product Introduction (NPI) course of, even ones which are new variations of current merchandise. The iPhone 17 Slim, for instance, is predicted to launch in September 2025, and reportedly entered the NPI stage in December 2024.
Be aware that Jeff Pu has a historical past of predicting pricing, product timetables, and aggressive launch schedules which all are usually mistaken. He has, nonetheless, discovered respectable data at instances.

