Apple(US:AAPL) Xin Lang Cai Jing·2025-09-29 15:36Group 1 - The iPhone 18 series is set to begin production line setup and mass production verification in December 2025, with full-scale production expected to start in early Q2 2026 and ramp-up to be completed by early Q3 2026 [1] - Apple plans to adjust its product release strategy starting with the iPhone 18 series, alternating releases between fall and spring, with high-end models expected to launch in fall 2026 and standard models potentially delayed until spring 2027 [3] - The iPhone 18 Pro series is anticipated to feature the A20 chip based on TSMC's 2nm process, promising a 15% performance increase and a 30% reduction in power consumption, along with a new packaging technology to enhance thermal efficiency [4] Group 2 - Apple is actively diversifying its supply chain, with Indian factories expected to take on part of the iPhone 18 series production, aiming for nearly 100% of the U.S. market to be supplied by Indian manufacturing by the end of 2026 [4] - The production preparations for the iPhone 18 series have entered a critical phase, with a potential simultaneous launch of the new models and the first foldable iPhone in September 2026 [7]