The Short Version
Gurman reports Apple is developing AR glasses for 2028-2030 and AI smart glasses for 2027, while its foldable iPad, pushed from 2026 to 2028, faces internal doubt about ever shipping.
Apple's incoming CEO has made a 20-inch foldable iPad a personal priority, even though people who worked on it called it a 'wacky experiment.' The foldable iPhone Ultra needs to hit sales targets this fall before Apple will seriously push the iPad version forward. The people closest to the project already doubt it ships at all.