消息称苹果计划在台湾地区试产折叠屏iPhone

Core Viewpoint - Apple is negotiating with suppliers in Taiwan to establish a test production center for the rumored foldable iPhone, expected to launch in 2026, with plans to replicate this setup in India for mass production [2][4]. Group 1: Production Plans - Apple aims to set up a small pilot production line in Taiwan to validate device performance and manufacturing processes for the foldable iPhone [2]. - The company plans to produce approximately 95 million units of the next iPhone series in 2026, a 10% increase from the total shipments in 2025, driven by the introduction of the foldable model [4]. - The pilot production line in Taiwan is still in the planning stages, facing challenges such as the need for around 1,000 operators and limitations in land and labor resources [2]. Group 2: Market Expectations - TrendForce estimates that foldable phone shipments will reach 19.8 million units in 2025, maintaining a penetration rate of about 1.6% compared to 2024 [4]. - Despite advancements in technology and product variety, the growth of foldable phone sales remains moderate due to consumer concerns over visible creases, durability, and pricing [4]. - The foldable phone market is currently viewed as a "high-end experimental product," with most users preferring high-cost-performance traditional smartphones [4]. Group 3: Future Outlook - A potential turning point for the foldable phone market may occur in 2026, with Apple's entry likely to increase consumer interest and acceptance of foldable devices [5]. - Apple's foldable phone is expected to feature a 5.5-inch external display and a 7.8-inch internal display, continuing the company's focus on stability and ecosystem integration [5].