Mass production of Apple's first foldable device is hindered, Jeff Pu said it will be difficult to achieve in 2025 or 2026

According to news on August 3, MacRumors recently obtained a new report released to investors by Haitong International Securities analyst Jeff
Pu, which pointed out that the mass production plan of Apple’s first folding device has been “delayed” and may not be available in the market. Mass production is expected to be achieved in 2025 or 2026.

Previously, Jeff Pu predicted in a report in May that Apple’s first folding device will enter mass production in 2025 and 2026. He also predicted at the time that Apple might first launch a large-screen folding iPad or MacBook, and then launch a folding-screen iPhone with greater market potential. This series of predictions has attracted widespread attention from the market and consumers.

However, according to the editor’s understanding, the latest report brings different news. The release of the 20.3-inch foldable device, originally planned to begin production at the end of 2025, may have been delayed. This means that Apple’s anticipated foldable iPad may not be released as planned.

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