Apple is Actively Testing Foldable 9-inch OLED [Kuo]

Apple is actively testing a 9-inch foldable OLED panel, possibly for a foldable iPad or hybrid iPhone / iPad, according to a new report from TF International Securities analyst Ming-Chi Kuo.

The analyst believes that Apple is targeting medium size foldable product development first.

I think the priority order of sizes of Apple foldable product development is medium, large, & small. Apple is actively testing foldable OLED about 9" (PPI between iPhone & iPad, adoption of TDDI). The test is to verify key technologies and may not be the final product spec.


Kuo has also pushed back his timeline for release from 2024 to 2025 at the earliest.

I expected Apple to launch a foldable iPhone as soon as 2024 in my reports last year, but now it's clear this prediction needs to be revised. I predict Apple may launch its first foldable product in 2025 at the earliest, which may be a foldable iPad or a hybrid of iPad & iPhone.

Recent rumors have revealed that Apple is also working on a foldable 20-inch MacBook that could be a MacBook / iPad hybrid. An earlier report from today says that Apple is working with LG to develop new foldable panels.

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