A new investor note from renowned analyst Ming-Chi Kuo has shed light on Apple’s foldable device strategy. The report indicates when Apple could release its foldable iPhone and iPad, along with details about its supply chain partners and backend processing advancements.
iPhone Fold expected in 2026
According to the note, Apple is preparing to launch its first foldable iPhone in 2026. The device will use ultra-thin glass (UTG), with Taiwan-based General Interface Solution (GIS) handling backend processes such as cutting, inspection and packaging. GIS will work closely with Corning, which will supply the raw UTG materials.
The complexity of UTG preparation is significantly higher than conventional smartphone glass, with costs estimated at two to four times more. Apple has reportedly revised its shipment expectations upwards, now targeting between 8 to 10 million units in 2026 and 20 to 25 million in 2027. These higher projections highlight Apple’s confidence in the foldable iPhone’s demand.
Foldable iPad on track for 2028
The foldable iPhone will be followed by a foldable iPad, scheduled for 2028. Like the iPhone, its display will rely on UTG backend processing exclusively managed by GIS. However, due to its larger size, the foldable iPad’s UTG panels will carry a considerably higher unit cost. Shipments for the device are forecasted at 0.5 to 1 million units in the first year.
Vision Air to join Apple’s hardware roadmap
Alongside foldables, Apple is also working on Vision Air, a lighter and more affordable version of the Vision Pro expected in 2027. GIS will play a crucial role here as well, becoming the sole supplier of Pancake lenses in addition to lamination. Shipments of Vision Air are projected to reach around one million units in the launch year, giving Apple’s supply chain partners another long-term growth driver.
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