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Outlying analyst concedes error, boards 2027 folding iPad ship date train

An iPad-like foldable device probably won’t ship by the end of 2026 but the iPhone Fold is still on schedule, according to a course correction by analyst Jeff Pu.

Foldable tablet displaying landscape, placed on a desk with a potted succulent, wireless mouse, and cat-shaped object.
A mock-up of what a folding iPad could look like – Image Credit: AppleInsider

Apple is currently rumored to be working on a pair of foldable devices, with the iPhone Fold joined by a larger version that’s closer to an iPad Pro in size. While the prospect of the smartphone version are good for a 2026 release, one analyst now doubts that the larger model will make it in the same timeframe.

A research note released after Apple’s third-quarter earnings from GF Securities’ Jeff Pu writes about “limited innovation” expected for the fall’s iPhone 17 lineup. Rather than discuss that at length, Pu prefers to talk about the more exciting iPhone Fold.

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