Apple's (AAPL) initial foldable iPhone production is limited to just a few hundred units per day as the company and its suppliers work to ramp up output while meeting quality standards, Nikkei sources report

The transmission channel here runs through the supply chain rather than the handset line itself: foldable-specific components such as hinge assemblies and flexible display panels carry the bottleneck, and the read-across is to the named panel and hinge suppliers and to any existing foldable peer set in Android, where a slow Apple ramp delays category legitimisation rather than confirming it. The distinction worth drawing is between a yield problem and a deliberate low-volume pilot phase; limited daily output this far from any announced launch fits the latter pattern and has tended to resolve upward as ramp schedules are confirmed. What follows in past episodes of this kind is a sequence of supplier order disclosures, capacity additions, and eventual volume guidance, each of which has moved the chain more than the original production report. As a Nikkei sourcing piece rather than company confirmation, the signal is directional on timing, not on demand.