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Chronicles

The story behind the story

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Source: Apple is building prototypes of at least two iPhones that fold widthwise; the phones are in early development and not set for production in 2024 or 2025

Apple is building prototypes of at least two iPhones that fold widthwise like a clamshell, according to a person with direct knowledge of the situation.

The Information Wayne Ma

Context & Ripple Effects

Apple’s foldable-phone work had already surfaced as preliminary work on a foldable iPhone in 2021. This report adds that the effort has progressed to at least two widthwise, clamshell-style prototypes, while still remaining outside near-term production plans.

The later coverage arc is consistent with a long development cycle: Apple was subsequently reported to be engaging component suppliers for a clamshell foldable, turning an internal design investigation into a potential supply-chain program.

First-order effects

  • Apple has multiple clamshell-folding iPhone concepts in prototype development, but no reported production program for 2024 or 2025.
  • The work gives Apple room to test foldable-phone design choices without committing its iPhone lineup or manufacturing base to a launch timetable.

Second-order effects

  • The absence of a near-term production target limits immediate component-volume implications; suppliers would need a later sourcing step before treating the devices as committed demand.
  • As the program moves from prototypes toward the reported supplier outreach, display and mechanical-component sourcing becomes a practical next gate for a clamshell design, rather than product prototyping alone.

Third-order effects

  • If Apple converts prolonged prototype work into sourcing and production, foldables could become another premium iPhone form factor rather than a standalone experiment—but this report does not establish a launch commitment.
  • The story illustrates how new device categories are shaped by a multi-year path from early engineering work to supply-chain allocation, with manufacturing readiness determining when product ambition becomes market capacity.

The trend: Foldable smartphones are moving through a long validation cycle in which hardware design, component sourcing, and production capacity must align before major vendors commit to a release.

Discussion

  • @oddstocktrader Cody on x
    So, copying Samsung again huh.. The Apple Z Fold 1 https://www.theinformation.com/ ...
  • @waynema Wayne Ma on x
    https://www.theinformation.com/ ... Apple is building prototypes of at least two iPhones with foldable displays. Check out my latest scoop for @theinformation
  • @deitaone @deitaone on x
    $AAPL ❖ Apple Develops A Foldable Clamshell Iphone: The Information Apple is building prototypes of at least two iPhones that fold widthwise like a clamshell, according to a person with direct knowledge of the situation. If Apple ends up launching a foldable iPhone, it would...