Rumors
SUMMARY
Apple is significantly increasing its component orders for the anticipated iPhone 18 lineup, with plans for up to 10 million units of its first foldable iPhone. This move contrasts sharply with other major smartphone brands like Xiaomi and Oppo, which are reportedly cutting production. Apple's substantial bargaining power allows it to secure parts for an estimated 80 million devices for its late 2026 range, which may include Pro, Pro Max, and Air models, potentially with staggered release dates into Spring 2027.
TAKEAWAYS
Apple plans to produce 10 million foldable iPhones, exceeding previous targets.
The iPhone 18 series is expected to feature five new models.
This production increase occurs while competitors are reducing their manufacturing plans.
Apple's strong supply chain and bargaining power enable this strategy.