Core Viewpoint - Apple Inc. is exploring the establishment of a test production line for foldable iPhones in Taiwan, aiming to enhance its manufacturing capabilities and reduce reliance on China amid geopolitical tensions [2][3][5]. Group 1: Production Plans - Apple is in discussions with suppliers to set up a pilot production line for foldable iPhones in Taiwan, with plans to manufacture approximately 95 million iPhones for its 2026 lineup, representing a more than 10% increase over 2025 [2][4]. - The pilot line in Taiwan will focus on testing equipment and refining the manufacturing process before scaling up production in India [4][5]. Group 2: Strategic Implications - This initiative is part of Apple's strategy to mitigate risks associated with U.S.-China tensions and to leverage the engineering capabilities of Taiwanese suppliers [3][5]. - The move aligns with Apple's recent announcement of a record $600 billion investment in U.S. manufacturing, which is expected to benefit 79 factories nationwide and stimulate growth [6]. Group 3: Market Outlook - Analysts are optimistic about Apple's future, with predictions of a stock rally exceeding 28%, and demand for the iPhone 17 series reportedly tracking ahead of the iPhone 16 [6].