Apple(US:AAPL) Feng Huang Wang·2025-09-18 01:42Core Insights - Apple is negotiating with suppliers to establish a pilot production line for a foldable iPhone in Taiwan, aiming for mass production in India next year [1][2] - The company targets a 10% increase in total smartphone shipments by 2026, with the launch of the foldable model expected to drive overall iPhone demand [2] - Apple plans to produce approximately 95 million units of the next-generation iPhone in 2026, marking a 10% increase from 2025 and bringing total production to over 240 million units next year [2] Group 1 - Apple is exploring the establishment of a small pilot production line in Taiwan to validate the parameters and processes required for manufacturing the foldable iPhone [1] - The strategy of "Taiwan-India" production aims to mitigate risks and logistical challenges associated with manufacturing [1] - The pilot line in Taiwan is expected to require around 1,000 operators, highlighting challenges related to land and labor resources in the region [1] Group 2 - The introduction of the foldable model is seen as crucial for Apple to meet its production goals for next year [2] - The anticipated increase in production volume for 2026 represents the highest output in recent years, reflecting Apple's growth strategy [2] - Apple has communicated to multiple suppliers that the launch of the foldable model will also boost demand for non-foldable iPhone versions [2]