苹果折叠手机 传台湾测试、印度量产

Core Insights - Apple is considering establishing a testing production line for a foldable iPhone in Taiwan, with plans for mass production in India by 2026, aiming to mitigate geopolitical risks [1] - The company targets a 10% growth in total iPhone shipments by 2026, believing that the introduction of the foldable model will help achieve this goal [1] - The strategy of testing in Taiwan and producing in India is expected to alleviate geopolitical risks and logistical challenges [1] Group 1 - Apple aims to utilize its suppliers' engineering resources in Taiwan to create a mini experimental production line for validating and fine-tuning the foldable iPhone manufacturing process [1] - Once the production process is confirmed, Apple plans to replicate it in India for mass production, which will shorten the learning curve for launching the foldable iPhone [1] - The company has communicated to several suppliers that the launch of the foldable iPhone is expected to drive overall iPhone demand, making its successful production increasingly important for achieving next year's targets [2] Group 2 - Apple suppliers have identified a piece of land in northern Taiwan for the testing line, although the plan is not yet finalized [1] - Challenges such as limited land and labor in Taiwan are noted, with approximately 1,000 operators needed even for the experimental line [1]