The world’s largest iPhone factory, located in China and run by Foxconn, has faced disruptions in 2022. This is likely to be reflected in Apple’s December quarter results. Meanwhile, analysts have questioned demand for the iPhone 14 from Chinese consumers.

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An apple will slow iPad launches until late 2023, eyeing foldable iPad launch by 2024, Apple analyst notes Ming-Chi Kuo wrote Monday

“I’m bullish on the foldable iPad in 2024 and expect this new model to increase shipments and improve the product mix,” Kuo wrote on Twitter. Kuo’s prediction is consistent with a report by analyst firm CCS Insight, which said in October that Apple would release a foldable iPad before releasing a foldable iPhone.

Several other manufacturers, including Lenovo and Samsung, make laptops or phones with full-size foldable displays. Apple has so far avoided taking advantage of OLED technology in the same way. Rival Samsung has released a slew of foldable phones, but Apple has kept the iPhone’s rectangular shape since its launch.

“Right now, it doesn’t make sense for Apple to make a foldable iPhone. We think they will avoid that trend and probably dip their toe in the water with a foldable iPad,” Ben Wood, head of research at CCS Insight, told CNBC in a 2022 interview.

In 2021, Kuo predicted the release of a foldable iPhone in 2024, the same year he now predicts a foldable iPad will be released instead.

Kuo said he expects a foldable iPad to include a carbon fiber stand made by a Chinese manufacturer Anjie Technology.

An Apple representative did not immediately respond to a request for comment.

Kuo is one of Apple’s most prolific and respected analysts. The analyst predicted numerous details about the iPhone SE 3, 2021 MacBook Pro, and numerous iPad editions that were proven at launch. Most recently, Kuo predicted a delayed launch of Apple’s long-awaited mixed reality headset.

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