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According to GF Securities analyst Jeff Pu (via MacRumors), mass production of both foldable models was initially scheduled for the fourth quarter of 2026. However, while the supply chain remains intact for the smaller device, the development of the larger 18.8-inch model has been postponed, meaning it is unlikely to enter mass production in 2026.
The exact nature of this larger foldable device remains uncertain. Some reports suggest it will run macOS instead of iPadOS, indicating a closer resemblance to a MacBook with touch controls. Industry analyst Ming-Chi Kuo and The Wall Street Journal refer to the device as a MacBook, while research firm Omdia and Bloomberg’s Mark Gurman state that it will be a foldable iPad, potentially launching in 2028.
The operating system for this device is currently unknown but could significantly impact its design. Mark Gurman has indicated that iOS 26’s Liquid Glass redesign might be a step toward creating an all-glass experience for the foldable device. Additionally, Pu believes the iPhone Fold’s development is progressing smoothly and points to a launch next year.
The delay of the larger foldable device could be beneficial for Apple, allowing the smaller device to enter the market first and capture potential customers before the bigger variant is released. The design will likely mimic that of a MacBook but offer full-fledged tablet functionality when opened 180 degrees. However, concrete details remain scarce, so this information should be taken with some caution.
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According to GF Securities analyst Jeff Pu, which foldable device model was initially scheduled for mass production in the fourth quarter of 2026?
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