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Nikkei Asia recently reported that Apple has held talks with its suppliers about building a test production line for its planned foldable iPhones. The tech giant hopes this new model will increase overall iPhone demand, which could benefit even non-foldable variants.
Apple shipped 232 million iPhones in 2024, and IDC forecasts a 4% shipment growth to around 241 million units for 2025. Therefore, a 10% increase from 2025 levels would target about 265 million units. This would represent a new record, as iPhone shipments have oscillated between 200 million and just under 250 million since 2015.
Interestingly, the Bank of America analyst Wamsi Mohan noted that Apple’s iPhone 17 Pro and Pro Max models are currently experiencing longer shipment delays compared to their iPhone 16 counterparts at an equivalent pre-order stage. The average ship time for the iPhone 17 Pro is now 18 days (compared to 14 days for the iPhone 16 Pro), while the iPhone 17 Pro Max has a wait of 25 days, up from 23 days last year.
Additionally, the base iPhone 17 has an average ship time of 19 days, which is significantly longer than the 10-day wait for the base iPhone 16. Mohan noted that these shipment times are currently among the longest in several years, with comparable delays only seen during the launch of the iPhone 11 back in 2019.
