New iPhone 17 Serieshas reached high sales figures than expected two weeks after the launch. According to the evaluation of Morgan Stanley analysts iPhone 17, iPhone 17 Pro And iPhone 17 Pro Max Global demand for models is strong. In the report, Apple’s delivery times and supply chain data were examined together. The results of the analysts brought up the possibility of increasing production in the second half of the year. On the other hand, it stands out with its ultra -fine structure iPhone Air The demand in the model is currently more limited.
Morgan Stanley Analyst Erik Woodring, based on the data in Apple’s production channels INCREASE IN THE PRODUCTION OF iPhone 17 He said they were waiting. According to the report prepared by the bank, Apple’s current production capacity is 84–86 million units. However, it is estimated that this number may increase over 90 million in the second half. This shows that the iPhone 17 series gained a strong momentum since the first days of the market. In addition, the target price for Apple shares was increased to $ 298. Although the share price reflects this expectation to a great extent, analysts say that production increase can support stock performance.
In addition, the sales acceleration of the iPhone Air model was limited. The fact that the device is not yet fully accessible in the Chinese market was effective in the low sales. In addition, it has a single camera and smaller battery capacity negatively affects user preferences. However, Apple is preparing to expand the supply channels to reach a wider audience of this model. Despite everything, the company’s main growth expectation iPhone 17 Pro And Pro Max intensifying models.
Apple accelerates preparations for foldable iPhone
A different preparation process is being carried out for 2026 on the Apple front. The company is the first Foldable iPhone For the model, the pilot came to the stage of establishing a pilot production line in Taiwan. This production line was planned to optimize test and quality control processes. Then, mass production is expected to be made in India. This plan is seen as a continuation of the steps of diversification of Apple’s supply network. Samsung Display is also alleged to have negotiations with Apple for foldable screen production.
The technologies to be used in the production of foldable iPhone are expected to minimize screen wrinkles. Also, on the device Fingerprint Recognition System Integrated under the screen is on the agenda. In addition, three suppliers based in South Korea, America and China for hinge production were reported to be competing. This development shows that Apple continues to prepare for entering the foldable phone market.
According to Trendforce data, the global market share of foldable phones can reach 4 percent in 2025 in 2025. According to analysts, Apple’s new foldable model can contribute to this growth. Moreover, it is also possible that this device is available with touch ID technology instead of face ID. Apple’s supply chain This is being restructured in line with the production plan.
Morgan Stanley’s report revealed that Apple’s current iPhone 17 performance can create a solid foundation for foldable models in the coming years. The high demand of the iPhone 17 series caused the company to reconsider its production plans. On the other hand, additional strategies are planned to balance sales for the iPhone Air. The foldable iPhone model, which is expected to release the company in 2026, can open the door of a new era in Apple’s product portfolio.