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Apple lifts iPhone Fold order to 10 million units

AppleInsider •
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Apple reportedly plans to produce 10 million iPhone Fold units in 2026, up from earlier estimates of 7‑8 million. The figure comes from Nikkei Asia, which now aligns with leaker Digital Chat Station’s earlier 11‑million claim. This order size suggests Apple aims for a September launch rather than a delayed 2027 rollout. The commitment also reflects confidence in the device’s battery life and software integration.

Across all models Apple expects to ship over 220 million iPhones in 2026, down from a late‑2025 forecast of 247 million. Analysts note the Fold could capture 29% of the 2026 folding‑display market, close behind Samsung’s 31% share. If production hurdles on the hinge and circuit board are truly solved, the device could meet demand without further supply‑chain strain.

Apple’s supply team has already reserved components for the upcoming iPhone 17, a move meant to hedge against the global chip shortage. The boosted Fold order, combined with a planned 20 million non‑Pro units for September, signals a shift in Apple’s product cadence as it pushes the iPhone 18 launch to spring 2027. The numbers cement the Fold’s role in Apple’s 2026 lineup.