Apple is gearing up for one of its most ambitious years in recent history, with reports suggesting that the Cupertino-based giant is aiming for double-digit growth in iPhone shipments in 2026. According to industry insiders, Apple could produce more than 240 million iPhone units — the highest output in years — with its first foldable iPhone, the much-anticipated iPhone Fold, expected to play a pivotal role.

Apple’s Shipment Growth Plans for 2026

A report from Nikkei Asia reveals that Apple is planning to manufacture about 95 million units of its next iPhone models in 2026. This represents a 10% increase over its 2025 shipments, which are projected at around 85 million units for the iPhone 17 series.

If successful, Apple’s total iPhone production for 2026 could reach 240 million units, marking a significant rise in global supply and strengthening its position in the premium smartphone market. This would be the highest production volume Apple has achieved in several years, showcasing renewed demand and strategic expansion.

iPhone Fold: Apple’s Next Big Bet

One of the major drivers of this growth is expected to be the iPhone Fold, Apple’s long-rumored foldable iPhone. According to reports, the device is part of Apple’s 20th anniversary iPhone roadmap, positioning it as a milestone product for 2027. However, preparations for its production are already underway.

The foldable iPhone is reportedly undergoing the New Product Introduction (NPI) stage in Japan. This stage involves refining the design, testing production feasibility, and ensuring supply chain readiness before full-scale manufacturing begins.

Production Shift: From Japan to India

Once Apple completes its NPI phase in Japan, the company is expected to replicate the process in India, making India a central hub for foldable iPhone production.

This two-step approach will allow Apple to:

Accelerate its learning curve in foldable smartphone manufacturing.

Minimize risks by testing small-scale production before scaling up.

Strengthen India’s role in Apple’s global supply chain.

Apple already produces a significant portion of its iPhones in India, including the iPhone 17 series and iPhone Air, through partnerships with Foxconn and Tata Group. Expanding foldable iPhone production into India highlights Apple’s long-term strategy to diversify beyond China and tap into India’s growing manufacturing ecosystem.

Why India Matters for Apple’s Foldable Future

India is increasingly becoming Apple’s second manufacturing hub, not only to reduce dependency on China but also to align with government initiatives like “Make in India.” Local production also helps Apple keep pricing more competitive in the Indian market, where premium smartphones are gaining popularity.

Producing the iPhone Fold in India could also signal a shift in how Apple plans to handle global launches. With India being both a key market and manufacturing base, Indian consumers might gain faster access to next-generation products compared to previous years.

Conclusion

Apple’s ambitious 2026 roadmap underscores its determination to maintain leadership in the global smartphone market. By targeting double-digit shipment growth and preparing the ground for its first-ever foldable iPhone, Apple is combining innovation with strategic production shifts.

The iPhone Fold’s production in India could mark a turning point for both Apple and the Indian manufacturing sector, while setting the stage for a landmark 20th iPhone anniversary in 2027. If Apple’s plans succeed, 2026 could become a defining year, not just for the company, but for the future of smartphones.

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