Apple's huge 18.8-inch foldable rumored for mass production in late 2026, joins foldable iPhone

Apple could release its huge 18.8-inch foldable device alongside, or close to the reveal of its 7.8-inch foldable iPhone Ultra that we've been hearing about, sooner, rather than later.

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In a new research note covering all things post-tariff scenarios for Apple, investment firm GF Securities' lead analyst Jeff Pu says both the 18.8-inch and 7.6-inch foldable devices have seen development progress, and should enter mass production in Q4 2026.

Pu said last month that Apple had two foldable devices that had recently entered the New Product Introduction (NPI) phase at manufacturer Foxconn, and if mass production is expected in Q4 2026, then we could see the foldable iPad and iPhone in late 2026 and if not, 2027 for sure.

He's not the only analyst that has said Apple is working on foldable devices, with Bloomberg's Mark Gurman talking about them frequently with a foldable iPad that would feature a 20-inch display and a 2028 release. We've also heard rumors that Apple's purported foldable iPad would unfold into the size of dual iPads side-by-side, while the foldable iPhone which has been rumored as the iPhone Ultra, will feature a metallic hinge that resists deformation.