Foldable MacBook Update: 18.8-Inch Display Confirmed, Production Delayed Until 2028 [Kuo]

Apple has cancelled plans for a 20.25-inch foldable MacBook and settled on a 18.8-inch design, according to a new report from TF International Securities analyst Ming-Chi Kuo.

Despite picking a size to move forward with, Kuo believes Apple has encountered significant technical challenges with the display and mechanism.

-----
Foldable MacBook survey update - mass production delayed significantly
1. Final display size spec confirmed at 18.8 inches. Apple has canceled the 20.25-inch design.


2. Due to technical challenges with the display and mechanical, the assembly mass production schedule has been pushed back from 1H26 to the end of 2027 or 2028.

3. Some market participants previously expected Apple to launch the foldable iPad in 2025, but the current supply chain survey indicates that the foldable iPad has no visibility. This may also be because some call this foldable MacBook a foldable iPad.
-----

Notably, Kuo's report follows one from TrendForce that predicts Apple is unlikely to release a foldable phone before 2027.

It appears that the future of foldable devices at Apple remains uncertain, with significant delays and ongoing challenges. Please download the iClarified app or follow iClarified on Twitter, Facebook, YouTube, and RSS for the latest updates!