Mac OS Ken Ming-Chi Kuo on iPhone Fold + Sony Buys Peanuts - MOSK: 12.19.2025
Dec 19, 2025
Ming-Chi Kuo hints at a foldable iPhone arriving by late 2026, but warns of supply limitations. Apple is adapting to Japan's app laws, allowing alternative app stores and payment options. Sony's acquisition of a controlling interest in Peanuts raises questions about its impact on Apple TV. Meanwhile, Apple TV adds two new shows: a dramedy adaptation of 'Beat the Reaper' and the thriller 'Imperfect Women,' starring a stellar cast. Plus, a new wildlife docuseries called 'Born to Be Wild' catches viewers' attention.
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AI Strategy Tied To Foldable Timing
- Kuo links Apple's AI push in 2023 to the iPhone Air and the anticipated iPhone foldable as strategic responses to AI-driven market shifts.
- He warns foldable production faces yield and ramp challenges, likely causing shortages through 2026.
Foldable iPhone Likely Scarce In 2026
- Kuo says foldable iPhone development is delayed but still expected in H2 2026, with smooth shipments unlikely until 2027.
- Limited supply plus strong demand could mean shortages through the end of 2026.
Smart Glasses Won't Replace Screens Tomorrow
- Kuo sees smart glasses with displays replacing screen-based electronics over time, but expects meaningful shipments only after business models and tech mature.
- He projects meaningful growth in the smart glasses market in three to five years.