Apple is working to launch a foldable iPhone with an 8-inch QHD+ flexible OLED display in 2023, Apple analyst Ming-Chi Kuo said today in a note to investors that was seen by MacRumors.
Based on our latest industry survey, we forecast that Apple will likely launch a foldable iPhone with an 8-inch QHD+ flexible OLED display in 2023, with SDC as the exclusive display supplier and Samsung Foundry as the exclusive DDI foundry provider. Based on Apple's requested capacity plan, we predict that the foldable iPhone shipments will reach 15-20 million units in 2023. We expect that the foldable iPhone will adopt TPK's silver nanowire touch solution because of its several advantages over SDC's Y-Octa technology.
Kuo says that Apple is already using silver nanowire for the touch interface of the HomePod, allowing Apple to "master the technology" at a lower cost using small volume production.
This is not the first time that we've heard rumors from Kuo about a foldable iPhone. Back in March, Kuo said that Apple could be planning to launch a foldable iPhone with a 7.5 to 8-inch display in 2023, though at the time, Kuo said that this launch timeline would be dependent on Apple solving "key technology and mass production issues."