Apple’s foldable iPhone initial daily output only ‘hundreds of units’: sources

This signals that Apple's entry into the foldable market is bottlenecked by manufacturing precision, not demand. The extremely low initial output suggests the company is prioritizing defect-free panels over speed, which could keep supply tight and reinforce premium positioning. The real test is whether yields improve fast enough to hit projected launch volumes; if not, competitors with more mature foldable supply chains may widen their lead in the interim. Watch for supply chain reports on yield rate milestones.