Apple Inc. AAPL has reportedly delayed the mass production of its highly anticipated folding MacBook, according to Ming-Chi Kuo, a well-known analyst.
What Happened: Kuo, an analyst at TF Securities, said on X, “Folding MacBook survey update-mass production time will be significantly delayed.”
Technical issues related to displays and mechanisms have pushed back the assembly and mass production timeline from the first half of 2026 to the end of 2027 or 2028.
He went on to add that the final size of the folding MacBook will be 18.8 inches, following the decision to scrap the 20.25-inch design.
Kuo also stated that previously, the market had expected the launch of a folding iPad in 2025. However, recent supply chain surveys suggest that the folding iPad is not yet on the horizon.
“This may also be because some people call this folding MacBook a folding iPad,” he said.
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Why It Matters: Earlier this year, there were rumors that Cupertino might be abandoning the innovation of foldable devices. However, in February, a supply chain report suggested that Apple is working on a foldable iPad or MacBook.
Later in May, Kuo reported that the foldable MacBook could feature a crease-free panel, a design goal that has resulted in high costs for both the panel and hinge.
Preliminary estimates put these costs at around $600–$650 and $200–$250, respectively. However, these costs could decrease if production yields improve significantly by the time of mass production.
The product is expected to use the M5 series processor.
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