Bloomberg technology correspondent Mark Gurman reported that Apple’s anticipated exploration of foldable mobile hardware could represent the initial phase of a broader long-term portfolio transition over the coming decade.
Writing in his weekly Power On newsletter, Gurman reported that early foldable concepts, referred to in industry discussions as the iPhone Duo, are serving as crucial test platforms for Apple's engineering teams. The primary technical focus centers on perfecting durable hinge mechanisms, eliminating visible display creases, and developing ultra-thin flexible glass substrates capable of withstanding hundreds of thousands of fold cycles.
According to Gurman’s analysis, Apple is evaluating specialized OLED panels from display partners including Samsung Display and LG Display. If manufacturing yields, structural durability, and consumer adoption meet Apple’s internal performance standards, foldable form factors could gradually expand from niche halo devices into mainstream flagship product tiers.
Gurman emphasized that while a full portfolio shift remains a multi-year prospect, the initial hardware generation will establish the software interfaces and supply chain foundations for foldable iOS devices.
