May 24, 2024 – According to recent reports citing analyst Ming-Chi Kuo, Apple is gearing up to launch its first foldable product, which is slated for mass production in the fourth quarter of 2025. The panel for this innovative device will be exclusively supplied by LG Display, and it is anticipated to come in two possible sizes: 20.2 inches or 18.8 inches. However, the actual product is expected to hit the market in 2026.
In a separate report published within two hours, Ross Young, CEO of screen supply chain consulting firm DSCC, echoed Kuo’s statement, specifying that the device will feature a screen size of approximately 18.8 inches. Young’s insights, shared in a paid article on social media platform X, suggested that due to “cost reasons,” he anticipates the equipment to sport an 18.76-inch display instead of a 20.25-inch one.
Kuo elaborated that when folded, the 18.8-inch MacBook will resemble traditional 13-inch or 14-inch models. Although specific design details remain under wraps, it is speculated that the foldable screen MacBook will adopt a full-screen design and utilize a virtual keyboard.
Furthermore, Kuo disclosed several new pieces of information:
The size of the foldable screen might still have multiple options. Rumors suggest that the previously rumored 20.3-inch display could potentially be replaced by an 18.8-inch panel. When folded, the former would resemble the current 14-15 inch MacBook, while the latter would be closer to the 13-14 inch model.
The device is anticipated to be released in 2026, a year earlier than previously reported.
It is expected to be equipped with an M5 series chip, aligning with the predicted timeline of the M4 being widespread across the entire Mac product line by the end of 2025.
Apple aims to minimize screen creasing, posing significant design challenges for both the panel and hinge. Consequently, the costs of these components are exceptionally high, with initial estimates ranging from 600−650forthepaneland200-250 for the hinge. However, there is hope for cost reduction if production yield improves significantly during mass production.