Mizuho: Apple Foldable iPhone May Slip to 2027 | JQJO

Apple’s first foldable iPhone may slip to 2027, Mizuho Securities says, as design decisions such as the hinge take longer. The device is expected to have a 7.58-inch inner and 5.38-inch outer display, with panel output cut from 13 million to nine million. A 2026 launch remains possible, though device output could trail panel supply by five to seven million. Mizuho also sees iPhone 18 moving to spring 2027 alongside 18e, while iPhone Air 2 and 18 Pro models are due fall 2026. It also noted supply-chain movement to resume work on an 18.9-inch foldable MacBook for around 2028–2029.