Technologies
Why Apple Hasn’t Released the iPhone Fold… Yet
Commentary: Apple debuted the iPhone 14 Pro in September, but a foldable iPhone still feels like a longshot.
This story is part of Focal Point iPhone 2022, CNET’s collection of news, tips and advice around Apple’s most popular product.
Apple’s new iPhone 14 line includes some of the biggest hardware updates made in years, including the iPhone 14 Pro’s redesigned cutout for Dynamic Island’s contextual notifications and an iPhone 14 Plus model. But among the changes, Apple has not yet confirmed if a rumored foldable iPhone is in development. This is particularly curious as Samsung continues to refine its foldable phone lineup with the release of the Galaxy Z Flip 4 and the Galaxy Z Fold 4 back in August.
Samsung isn’t the only company making phones with foldable screens. There’s the Motorola Razr. And outside the US, Huawei and Xiaomi also have foldable phones. Which leaves us with an obvious question: Where’s Apple’s foldable iPhone?
Apple doesn’t comment on future products
The first thing to consider is that Apple doesn’t announce products until they’re ready. OK, there was the AirPower wireless charging pad. But otherwise Apple isn’t going to tell us it’s working on a foldable iPhone or confirm rumors.
Next, Apple typically positions products as a solution to a problem, highlighting quality and innovation.
The Galaxy Z Fold seems less like an answer to a problem and more of a «look at this tech wizardry, what can we do with it?!» And the cool-factor, as ingenious as it is, comes at the expense of features we expect from regular phones, including battery life, ergonomics, software experience and price. The Galaxy Z Flip solves the problem of portability, but it comes with some of the same drawbacks as the Fold, particularly around battery life and camera quality.
To be fair, the Galaxy Z Fold 3 took a significant step forward by embracing its large main screen and adding support for Samsung’s S Pen stylus. And the Z Fold 4’s improved Flex Mode for apps seems like it might tip the balance, making the Fold more useful than just cool.
If Apple were to release a foldable iPhone, what problem would it solve? Could it be an iPhone Flip, replacing the iPhone 13 Mini by offering you a big screen that’s still pocket-friendly? Or will it be an iPhone Fold — more like an iPad Mini that folds in half, making its closed size more like the iPhone 13 Pro Max? Or will we see a design that doesn’t exist yet? What about an iPhone Roll, where the screen unrolls like an expanding window shade? That’s where rumors start to enter the picture.
iPhone Fold rumors
Back in January 2021, Mark Gurman wrote for Bloomberg that Apple «has begun early work on an iPhone with a foldable screen, a potential rival to similar devices from Samsung.»
And in May of 2021, analyst Ming-Chi Kuo said, as reported by MacRumors, that «Apple will likely launch a foldable iPhone with an 8-inch QHD Plus flexible OLED display in 2023.» He revised his prediction, in a tweet this past April, to say that it might be 2025 before there’s a foldable screen device from Apple. It’s also worth noting that Kuo’s tweet was on April 1, which means it could have been an April Fool’s joke.
Both Gurman and Kuo have excellent track records when it comes to Apple rumors. So if these reports are accurate, we’ll see a foldable iPhone in 2025. It will be about the size of an iPad Mini and it’ll fold in half. End of story. But hold on.
How to make a foldable iPhone
Before Apple makes a foldable iPhone, it has to figure out how to make a foldable iPhone. Research company Omdia claims that in 2021, 11.5 million foldable phones shipped. Apple sells hundreds of millions of iPhones a year. So if it makes a foldable iPhone, it has to be certain that it can manufacture the phones at the same quality and in a high enough quantity to meet demand. More times than not when Apple introduces a radical hardware change — like 2014’s iPhone 6 Plus and its larger screen — those models are hard to find at launch because they sell out quickly. Sometimes they’re given a later release date, as we saw with the iPhone 12 Mini and 12 Pro Max launch.
Then there’s the physical complexity that needs to be considered. Foldable phones have numerous mechanical parts that could malfunction or wear, such as hinge components that keep dust out and the various layers behind the folding screen. In fact, when journalists tested review units of the original Galaxy Fold, the device was plagued by hinge and display failures. That was years ago, of course, and Samsung has since fixed those issues. But it shows what can happen with first-gen products.
If a foldable iPhone is in the works, Apple will likely innovate its design to minimize the parts and mechanisms involved, which should reduce the possibility of the phones failing because something breaks. The Cupertino company has a great track record in this area.
When Apple released the iPhone 7, it replaced the home button with a faux home button so there was one less mechanical part that could possibly break. And if you’ve ever owned or used a MacBook, you know Apple is at the top of its game when it comes to hinge design, and dependability. Apple also sells AppleCare Plus service — and includes a global infrastructure to support it — which could help relieve concerns over problems or accidental damage, should it release a foldable phone.
iOS and iPadOS would need to be revamped
And then there’s the software. One UI, Samsung’s name for its take on Android, has to be the most under-appreciated aspect of the Galaxy Z Flip and Z Fold. These new designs would have to simultaneously do all the things we expect from current phones while also creating new functionality that takes advantage of their folding screens. They’d also have to do all of these things flawlessly without any bugs or hiccups.
For instance, the Galaxy phones’ Flex Mode has been around for years. Essentially, when the Fold or Flip are folded into an L-shape, like a mini laptop, the software shifts an app to the top half of the screen while providing functionality at the bottom. Sounds cool and full of possibilities, right?
Well, until this year that functionality has been limited. That’s why it matters that Samsung’s Z Flip 4 and Z Fold 4 let you turn the bottom half of their screens into touchpads while they’re in Flex Mode. The company is now showing an added benefit of the fold.
I’d like to see even more software optimized for foldable phones. And I expect Apple will face the same challenges as Samsung did, especially when adapting iOS and iPadOS.
In recent years, iOS and iPadOS have drifted apart as Apple has created more iPad-specific features that wouldn’t make sense on an iPhone. A foldable iPhone, especially in the style of a Galaxy Z Fold 4, would require a reunion of the two operating systems. Or, Apple would have to develop a new software platform that can morph between a tablet and phone mode.
Apple would likely develop a unique software feature (think iMessage or Portrait Mode) to help make its foldable phone standout from what everyone else is doing.
How much would you pay for a foldable iPhone?
Foldable phones ain’t cheap. The Galaxy Z Fold 4 starts at $1,800 and the Galaxy Z Flip 4 at $1,000. And it’s no surprise that prices for Apple products are at the higher end. So if an iPhone 14 Pro that doesn’t fold in half already costs $1,000, what would be the price for one that does?
For a foldable iPhone to be successful, Apple would need to create a problem-solving design, scale manufacturing without sacrificing quality and develop hardware along with software that make the most of its foldable build. The price would also have to be premium, but not too high.
So where’s the foldable iPhone? Still in the oven.
Technologies
Google races to put Gemini at the center of Android before Apple’s AI reboot
Google is using its latest Android rollout to position Gemini as the AI layer across phones, Chrome, laptops and cars.
Google is using its latest Android rollout to make Gemini less of a chatbot and more of an operating layer across the phone, browser, car and laptop, just weeks before Apple is expected to show its own Gemini-powered Apple Intelligence reboot at WWDC.
Ahead of its Google I/O developer conference next week, the company previewed a number of Android updates, including AI-powered app automation, a smarter version of Chrome on Android, new tools for creators, a redesigned Android Auto experience, and a sweeping set of new security features.
Alphabet is counting on Gemini to help Google compete directly with OpenAI and Anthropic in the market for artificial intelligence models and services, while also serving as the AI backbone across its expansive portfolio of products, including Android. Meanwhile, Gemini is powering part of Apple’s new AI strategy, giving Google a role in the iPhone maker’s reset even as it races to prove its own version of personal AI on the phone is further along.
Sameer Samat, who oversees Google’s Android ecosystem, told CNBC that Google is rebuilding parts of Android around Gemini Intelligence to help users complete everyday tasks more easily.
“We’re transitioning from an operating system to an intelligence system,” he said.
As part of Tuesday’s announcements. Google said Gemini Intelligence will be able to move across apps, understand what’s on the screen and complete tasks that would normally require a user to jump between multiple services. That means Android is moving beyond the traditional assistant model, where users ask a question and get an answer, and acting more like an agent.
For instance, Google says Gemini can pull relevant information from Gmail, build shopping carts and book reservations. Samat gave the example of asking Gemini to look at the guest list for a barbecue, build a menu, add ingredients to an Instacart list and return for approval before checkout.
A big concern surrounding agentic AI involves software taking action on a user’s behalf without permissions. Samat said Gemini will come back to the user before completing a transaction, adding, “the human is always in the loop.”
Four months after announcing its Gemini deal with Google, Apple is under pressure to show a more capable version of Apple Intelligence, which has been a relative laggard on the market. Apple has long framed privacy, hardware integration and control of the user experience as its advantages.
Google’s Android push is designed to show it can bring AI deeper into the device experience while still giving users control over what Gemini can see, where it can act and when it needs confirmation.
The app automation features will roll out in waves, starting with the latest Samsung Galaxy and Google Pixel phones this summer, before expanding across more Android devices, including watches, cars, glasses and laptops later this year.
The company is also redesigning Android Auto around Gemini, turning the car into another major surface for its assistant. Android Auto is in more than 250 million cars, and Google says the new release includes its biggest maps update in a decade and Gemini-powered help with tasks like ordering dinner while driving.
Alphabet’s AI strategy has been embraced by Wall Street, which has pushed the company’s stock price up more than 140% in the past year, compared to Apple’s roughly 40% gain. Investors now want to see how Gemini can become more central to the products people use every day.
WATCH: Alphabet briefly tops Nvidia after report of $200 billion Anthropic cloud deal
Technologies
Waymo recalls 3,800 robotaxis after glitch allowed some vehicles to ‘drive into standing water’
Waymo issued a voluntary recall of about 3,800 of its robotaxis to fix software issues that could allow them to drive into flooded roadways.
Waymo is recalling about 3,800 robotaxis in the U.S. to fix software issues that could allow them to “drive onto a flooded roadway,” according to a letter on the National Highway Traffic Safety Administration’s website.
The voluntary recall is for Waymo vehicles that use the company’s fifth and sixth generation automated driving systems (or ADS), the U.S. auto safety regulator said in the letter posted Tuesday.
Waymo autonomous vehicles in Austin, Texas, were seen on camera driving onto a flooded street and stalling, requiring other drivers to navigate around them. It’s the latest example of a safety-related issue for the Alphabet-owned AV unit that’s rapidly bolstering its fleet of vehicles and entering new U.S. markets.
Waymo has drawn criticism for its vehicles failing to yield to school buses in Austin, and for the performance of its vehicles during widespread power outages in San Francisco in December, when robotaxis halted in traffic, causing gridlock.
The company said in a statement on Tuesday that it’s “identified an area of improvement regarding untraversable flooded lanes specific to higher-speed roadways,” and opted to file a “voluntary software recall” with the NHTSA.
“Waymo provides over half a million trips every week in some of the most challenging driving environments across the U.S., and safety is our primary priority,” the company said.
Waymo added that it’s working on “additional software safeguards” and has put “mitigations” in place, limiting where its robotaxis operate during extreme weather, so that they avoid “areas where flash flooding might occur” in periods of intense rain.
WATCH: Waymo launches new autonomous system in Chinese-made vehicle
Technologies
Qualcomm tumbles 13% as semiconductor stocks retreat from historic AI-fueled surge
Semiconductor equities reversed sharply after a broad AI-driven advance, with Qualcomm suffering its worst day since 2020 amid inflation concerns and rising oil prices.
Semiconductor stocks fell sharply on Tuesday, reversing course after an extensive rally that had expanded the artificial intelligence investment theme well past Nvidia and driven the industry to unprecedented levels.
Qualcomm plunged 13% and was on track for its steepest single-day decline since 2020. Intel shed 8%, while On Semiconductor and Skyworks Solutions each lost more than 6%. The iShares Semiconductor ETF, which benchmarks the overall sector, fell 5%.
The sell-off came after a key gauge of consumer prices came in above forecasts, and as conflict in Iran pushed crude oil higher—prompting investors to shift away from riskier assets.
The preceding advance had widened the AI opportunity set beyond longtime industry leader Nvidia, which for much of the past several years had largely carried the market to new peaks on its own.
Explosive appetite for central processing units, along with the graphics processing units that power large language models, has sent chipmakers to all-time highs.
Market participants are wagering that the shift from AI model training to autonomous agents will lift demand for additional AI hardware. Among the beneficiaries are memory chip producers, which are raising prices as supply remains tight.
Micron Technology slid 6%, and Sandisk cratered 8%. Sandisk’s stock has surged more than six times over since January.
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