Apple appears to be growing increasingly confident in its first foldable iPhone. A new report claims the company has raised its production plans for the long-rumoured iPhone Fold to 10 million units for the remainder of 2026.
That’s according to Nikkei Asia, which previously reported that Apple was targeting between seven and eight million foldable iPhones this year. The new figure aligns more closely with an earlier 11 million-unit claim from leaker Digital Chat Station.
If the latest estimate proves accurate, it could signal that Apple is preparing for a much bigger launch than many expected.
Previous rumours suggested manufacturing challenges around the foldable display, hinge and internal circuit board could limit production. However, increasing orders would indicate those issues may now be under control.
The report also offers another clue about timing. Since the 10 million figure covers Apple’s 2026 production plans, it adds weight to speculation that the iPhone Fold could still debut alongside the rest of the iPhone lineup in September instead of slipping into 2027. Some rumours have suggested it could be delayed. That said, Apple could still unveil the device this year and delay shipments until later if production runs into problems.
Foldables are also likely to become a much bigger part of the wider market next year. Separate industry estimates suggest Apple’s first foldable could account for 29% of global folding display orders in 2026. This would put it close to Samsung’s projected 31% share and ahead of Huawei’s estimated 24%.
The report arrives alongside broader claims about Apple’s production strategy. The company is said to be planning more than 220 million iPhones across its entire range in 2026. At the same time, Apple is asking suppliers to reserve additional iPhone 17 components to reduce the risk of shortages.
Apple’s launch schedule could also look a little different next year. Rumours continue to suggest the standard iPhone 18 may move from its traditional September slot to spring 2027. This could leave more room for premium models, including the iPhone Fold.
For now, Apple’s foldable plans remain unofficial. But increasing production targets from around eight million to 10 million units suggests the company is becoming more confident. Its first folding iPhone could be one of its biggest launches in years.
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