Ming-Chi Kuo has struck again! The analyst so well informed of the facts and deeds of Apple has just announced in a note to investors that the Cupertino giant would work on a folding iPhone, equipped with an 8-inch QHD + OLED panel.
“Based on our latest industry surveys, we expect Apple to very likely release a folding iPhone with a flexible 8-inch QHD + OLED panel in 2023”, he wrote in his note MacRumors was able to get hold of.
Relying on the order schedule established by Apple, Ming-Chi Kuo estimates that Tim Cook’s teams expect to sell between 15 and 20 million units of this new smartphone during the year of its marketing.
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The analyst also predicts that folding smartphones will become a “Must have” for all major brands of smartphone manufacturers, which will boost the “Super cycle of renewal” high-end models. According to him, Apple would be well positioned to be the “Big winner” of this trend.
While at present this form factor essentially merges smartphone and tablet, he believes that “These folding devices will blur the segmentation between smartphones, tablets and laptops in the future. With its cross-product ecosystem and hardware design advantages, Apple will be the biggest winner in this folding device trend ”
Ming-Chi Kuo also announces that the Cupertino company will adopt touchscreen technology of silver nanowires, which offers better conductivity and more transparency, which is ideal for a display surface. This choice would create a technological advantage for Apple, especially since Tim Cook’s teams have already chosen this solution for HomePod screens, and thus learned to master it.
The last time Ming-Chi Kuo raised the issue of folding iPhones, in March, he indicated that Apple still needed to resolve some difficulties on key technological points. He then indicated that the development, with a view to mass production of these devices, had not started. But this latest news on screen tech may well indicate that Apple engineers have made the necessary progress.