JAKARTA - A well-known Apple analyst, Ming-Chi Kuo, who previously predicted that the folding MacBook will be launched in 2026, is now expecting its launch to be delayed until 2027 or 2028. Kuo also noted that the development of the folding iPad is still not visible in Apple's supply chain, which indicates that this product may only be present in a few years.
Previously, Kuo was known as one of Apple's most reliable analysts, with a strong source of information from the supply chain. However, recently, his reliability has been questioned, with some predictions that turn out to be only speculation. In 2023, Kuo was confident that the folding iPad would launch in 2024, but now he is no longer seeing signs of the device's presence in Apple's supply chain.
In a recent report, Kuo stated that the folding MacBook would experience a significant delay. Initially, mass production was planned for the first half of 2026, but is now pushed back to the end of 2027 or 2028. This delay was largely due to technical challenges, such as display and complicated device mechanisms.
In addition, Bloomberg analyst Mark Gurman, who is also observing the development of Apple products, supports Kuo's view. Gurman reports that the folding iPad will likely not be released until 2027 or 2028, citing sources with knowledge of the project.
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In the world of technology, products with folding designs like this can create confusion regarding device categories. For example, smaller mobile devices can be considered as foldable iPhones that are open to an iPad, or as foldable iPads that fold into devices the size of an iPhone. Likewise, larger devices can be considered giant iPads, or MacBooks with folding screens and removable keyboards.
Kuo himself acknowledged the potential for this confusion, although he still believes that his interpretation is correct. However, with these speculations, it is too early to draw definitive conclusions. Apple's plans for 2027 or 2028 are likely still in the early stages, so a more reliable indicator of the supply chain may not be visible.
Overall, reports about this foldable device from Apple should be considered highly speculative for now. Clarity about this device may only appear when Apple has reached a more advanced stage in its development, and even then, the difference between a folding iPhone and a folding iPad will still be difficult to distinguish.
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