Apple has pushed back the timetable for its first foldable iPad, according to a research note from GF Securities analyst Jeff Pu and corroborating supply-chain reports. Pu now expects the 18.8-inch device—envisioned as a hybrid between an iPad and a MacBook—to miss mass production in 2026 and slip to a commercial release in 2027. The analyst did not cite specific technical hurdles, but the delay aligns with earlier cautionary forecasts from display specialist Ross Young and Bloomberg’s Mark Gurman. The change does not affect Apple’s smaller foldable handset project. Pu says the book-style “iPhone Fold,” widely assumed to be part of the 2026 iPhone lineup, remains on track for a second-half-2026 debut. Apple entered its New Product Introduction phase for both foldables earlier this year, but only the phone appears to be holding to its original schedule. Separately, supply-chain sources told The Elec that Apple is negotiating with LG Display and Samsung Display to bring tandem OLED panels—first used in the M4 iPad Pro’s Ultra Retina XDR screen—to future iPhones. Mass production of the simplified two-stack panels would take at least two years, making a launch unlikely before 2028. Apple is also testing a proprietary stacked image sensor capable of up to 20 stops of dynamic range, which could further reduce its reliance on Sony components in coming iPhone generations.