Guo Mingchi: Apple's foldable MacBook mass production time significantly delayed

Renowned analyst Ming-Chi Kuo stated in a recent article that Apple's foldable MacBook will have a final size of 18.8 inches, with the previously planned 20.25-inch design being canceled. Due to challenges in display and other technologies, the assembly and production timeline has been delayed from the first half of 2026 to the end of 2027 or 2028. While some market participants were expecting Apple to release a foldable iPad in 2025, current supply chain investigations show no visibility on the foldable iPad, leading some to refer to this foldable MacBook as a foldable iPad