Nikkei News obtained the informationRefers toApple has recently informed the supply chain that the iPhone 2026 series, which will be launched in 18, will see a 10% increase in shipments compared to this year. It is also expected to launch the long-rumoredFolding phone "iPhone Fold"It is even rumored that trial production will be carried out in Taiwan.
According to reports, Apple has higher expectations for the sales performance of the iPhone 2026 series to be launched in 18, and expects overall shipments to increase by 10% compared to this year, including the "iPhone Fold" that has been rumored in the market for a long time.
Apple is currently expected to accelerate the production plan of the "iPhone Fold", including considering setting up a "small-scale pilot production line" in a northern Taiwanese city. It is expected that after optimizing the overall production process, it will move to India for large-scale mass production and speed up the product's market entry.
Nikkei News also pointed out that the iPhone 17 series launched by Apple this year has attracted market attention and is expected to have cumulative sales of up to 8500 million units this year. The iPhone 2026 series expected to be launched in 18 is expected to have shipments of up to 9500 million units. As for the overall iPhone product shipments, it is expected to exceed 2.4 million units. It may also drive more sales growth due to the "iPhone Fold".
However, market analysts also believe that Apple has typically set higher stocking targets in the past, and may make subsequent adjustments due to parts supply and new product production yields. Therefore, the actual data will ultimately depend on market reaction. However, many opinions still expect that Apple's first foldable phone will drive market sales.
Regarding the news of Apple choosing Taiwan for trial production of the iPhone Fold, market sentiment suggests that given Taiwan's current labor shortage, establishing a production line capable of accommodating thousands of workers would likely require significant manpower and production costs. Following trial production, Apple is expected to move the iPhone Fold production line to India.
Many market opinions believe that Apple’s newiPhone AirIn fact, it is preparing for the "iPhone Fold" to be launched in 2026. He even joked that by "putting" two iPhone Air together, he can experience the actual experience of "iPhone Fold".
