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Apple’s Foldable iPhone Timeline Remains Unclear After Conflicting Reports

Investors now look to Apple’s April 22 earnings call for guidance.

Overview

  • Apple shares swung after Tuesday’s conflicting reports on the foldable iPhone, falling as much as 5% before trimming losses.
  • Nikkei Asia said test-phase engineering problems risk pushing mass production to 2027, with April through early May flagged as a make-or-break window.
  • Bloomberg’s Mark Gurman reported Apple still plans a September debut alongside iPhone 18 Pro models, though he cautioned the schedule is not final because production has yet to ramp.
  • Bloomberg also reported the device would cost more than $2,000 as part of a push to refresh the premium iPhone lineup.
  • Analysts expect any update at Apple’s April 22 earnings call or at June’s developer conference, noting prior reports that a foldable iPad slipped to 2029 or later.