Renewz

Apple foldable iPhone could slip to 2027, says Mizuho Securities

Apple foldable iPhone could slip to 2027, says Mizuho Securities
source: gettyimages
February 20, 2026

A new note from Mizuho Securities, relayed via The Elec, suggests Apple’s first foldable iPhone may not arrive until 2027. The bank argues the delay could stem from Apple taking more time to finalize core design choices, including the hinge mechanism. The device is expected to feature a 7.58-inch inner display and a 5.38-inch outer display.

The report also indicates that production of display panels for the foldable iPhone has been revised downward, from 13 million units to nine million. A 2026 launch remains possible, but if the project proceeds on the original timeline, first-year device production could lag behind panel production by as much as 5–7 million units.

In line with prior rumors, Mizuho corroborates that Apple plans to push the iPhone 18 launch to spring 2027, launching alongside the iPhone 18e. The iPhone Air 2, iPhone 18 Pro, and iPhone 18 Pro Max are anticipated to debut in fall 2026, likely alongside the first foldable iPhone if it isn’t delayed.

Looking further ahead, Apple is reportedly developing new technology for the iPhone 19 lineup, treating it as a special release tied to the iPhone’s 20th anniversary. Additionally, the firm suggests a price reduction for the second foldable iPhone, which could launch in fall 2027 if the first model proceeds without further delays.

Mizuho also notes movement in the supply chain to restart work on an 18.9-inch foldable MacBook, with a release targeted for around 2028 or 2029 at the earliest.

Related links

By submitting, I confirm I have the right to share this link and I agree to link back to this article from the submitted page. Duplicate URLs are rejected. Up to 5 links per page.

GraphQL · 140 ms 
query Q($id: Int!, $domain: Int!, $srcId: Int!, $hasSrc: Boolean!, $hasSelf: Boolean!) {
  self: qa_ai(where: {id: {_eq: $id}}, limit: 1) @include(if: $hasSelf) {
    id
    title
    text
    date
  }
  linksarticle: qa_ai(where: {domain: {_eq: $domain}, id: {_neq: $id}}, order_by: {id: desc}, limit: 8) {
    id
    title
  }
  linksbottom: qa_ai(where: {domain: {_neq: $domain}, id: {_lt: $id}}, order_by: {id: desc}, limit: 3) {
    id
    title
    domain
  }
  source: qa_ai(where: {id: {_eq: $srcId}}, limit: 1) @include(if: $hasSrc) {
    id
    title
  }
}
{
  "id": 6645991,
  "domain": 6,
  "srcId": 0,
  "hasSrc": false,
  "hasSelf": true
}