- Citi reported that Apple faces rising SoC supply constraints while projecting 3Q26 iPhone production to grow 22% YoY alongside strong June quarter financial results.
- The report forecasts 2H26 iPhone 18 production at 81 million units, including 7.5 million foldable models, driven by strong demand for upgrade features.
- Key supply chain beneficiaries include Luxshare Precision, Lens Technology, AAC Tech, and Sunny Optical due to expanded market shares and component orders.
