Overview

• Apple has signaled to suppliers a target of about 95 million units for its 2026 lineup, roughly 10% above 2025 plans.
• The foldable model is expected to generate a halo effect that lifts demand across standard models, according to the reporting.
• Suppliers have scouted a northern Taiwan site for a small pilot line, though the plan is not finalized and could require around 1,000 operators.
• Once validated, the production process would be copied to Indian facilities as Apple continues diversifying beyond China.
• Multiple outlets report a 2026 launch window for Apple’s first foldable iPhone as part of the iPhone 18 family, but Apple has not confirmed specifics.