Apple’s ambitious plan to release its first foldable iPhone is gaining clarity, and India is at the centre of its manufacturing strategy. According to multiple reports, Apple has initiated discussions with suppliers for test production in Taiwan, followed by mass production in India, targeting a 2026 launch.
Key Details: What the Reports Say
- Pilot/Test Production in Taiwan
Apple is exploring a pilot assembly line in northern Taiwan to refine manufacturing steps, especially for the hinge and foldable display technology. This is viewed as a necessary precursor before moving to full-scale production. - Mass Production in India
After the pilot phase, India is expected to host the large-scale manufacture of the foldable model. This aligns with Apple’s broader push to shift more of its operations outside China. - Launch Timing
The foldable iPhone is rumoured to debut in late 2026, possibly in the second half of that year. There’s also speculation it might slip into 2027 depending on manufacturing and component readiness. - Expected Features & Suppliers
• The display panels are likely to be supplied by Samsung Display.
• The display is expected to be around 7.8 inches internally, with a crease-minimised or ‘invisible crease’ design.
• Other elements like the hinge and casing are still under development, and some components may require advanced materials or engineering.
Why India is Critical to Apple’s Strategy
- Supply Chain Diversification:
With geopolitical tension and trade policy uncertainty, Apple is reducing reliance on China. India offers a growing electronics manufacturing ecosystem, government incentives (e.g. Production-Linked Incentive schemes), and a large workforce. - Existing Apple Manufacturing Footprint in India:
India is already a major hub for Apple’s iPhone production. Local firms like Tata Electronics (which acquired stakes in Pegatron plant near Chennai) and Foxconn have sizable operations.
This existing infrastructure could help reduce ramp-up time for the foldable model. - Market Potential:
India is one of Apple’s fastest-growing markets. As consumers are increasingly interested in premium devices, producing locally might help with cost, pricing, import duties, and delivery, making the foldable more accessible. While the foldable will still likely be premium priced, local production might help in managing overall costs.
Challenges Ahead
- Component Complexity:
Foldable displays, hinges, ultra-thin form factors, and ensuring durability (especially crease control) are technically demanding. Some components may still need to be imported, which could affect localisation. - Scale & Yield:
New tech launches often face issues with production yield (percentage of units passing quality), especially with novel form factors. Scaling from pilot or small batches to mass production can be slow. Managing this in India will depend on skilled labour, supply chain readiness, and investment. - Cost & Price:
Reports place pricing of Apple’s foldable iPhone well over US$2,000, possibly translating to nearly ₹1.75-2 lakh in India after duties and taxes. India Today
Even with “Made in India” advantages, costs for high-end parts (foldable panels, hinges, etc.) will remain high. - Timing & Market Competition:
Apple is entering a foldables market where competitors (Samsung, Google etc.) have already released multiple models, and consumer expectations are high. If launch is delayed or specs aren’t strong, Apple may face critical comparisons.
What This Could Mean for India & Consumers
- Enhanced skill development in foldable tech manufacturing.
- Boost in local employment in high-skill roles.
- Possible reduction in costs for premium smartphones over time.
- Strengthening of India’s image as a global electronics manufacturing hub.
Takeaway
Apple appears to be moving decisively toward making its first foldable iPhone in India, with test production starting in Taiwan and full mass production planned for 2026. While the path has technical and logistical challenges, the move aligns with broader trends in Apple’s supply-chain diversification and India’s push to become a high-value electronics hub. For consumers, the foldable iPhone will still likely be a premium device, but local production could help make it a little more attainable in India.
