Overview

• Nikkei says the 2026 target is roughly 10% above the 85 million units planned for the iPhone 17 this year.
• The foldable is expected to create a halo effect lifting demand across the iPhone 18 range, which is reported to include Pro, Pro Max, Air 2 and Fold models.
• Apple’s figures are described as early supplier guidance subject to adjustment based on real demand, and the company declined to comment.
• Sources cited by Nikkei indicate suppliers have scouted a northern Taiwan site for the pilot run requiring about 1,000 operators.
• The plan aligns with Apple’s ongoing shift of more iPhone assembly to India, where operational hurdles include equipment import limits and restrictions on Chinese technicians.