苹果最早26年推出折叠屏手机，考虑在台湾试产

Core Viewpoint - Apple plans to initiate trial production of foldable iPhones in Taiwan before moving to mass production in India, aiming to reduce risks associated with geopolitical tensions between the US and China [2][4][5] Group 1: Production Strategy - Apple is discussing the establishment of a small-scale trial production line in Taiwan to validate equipment and manufacturing processes for foldable iPhones, which will later be replicated in India for mass production [4][5] - The strategy aims to mitigate risks from US-China and China-India tensions, as well as logistical challenges related to equipment and personnel [5] Group 2: Market Expectations - Apple anticipates that the introduction of the long-awaited foldable iPhone will contribute to a 10% increase in overall iPhone shipments by 2026, targeting approximately 95 million units for the new generation iPhone [4][5] - The total production target for all iPhone models in 2026 is projected to exceed 240 million units, reflecting a growth of about 10% compared to the current year [5] Group 3: Market Potential for Foldable Phones - The global smartphone market is nearing saturation, making foldable smartphones a key area for growth, with TrendForce predicting that global shipments of foldable smartphones will reach 19.8 million units by 2025, accounting for 1.6% of total smartphone shipments [5] - Samsung currently leads the foldable smartphone market, followed by Huawei [5]