The iPhone Duo isn’t simply another hardware upgrade; it could create an entirely new premium category for Apple. At $1,999, Apple doesn’t need mass adoption. Even relatively modest volumes could lift average selling prices, revenue per user and overall iPhone economics.
The supply-chain angle may be just as interesting. Foldables require more sophisticated displays, hinges, cooling and structural components, potentially increasing component value per device.
But I wouldn’t chase AAPL purely because of the launch. The real test begins now: preorder demand, delivery times, customer reviews and replacement rates. If consumers prove willing to pay nearly $2,000 for a foldable iPhone, Apple could turn today’s niche form factor into tomorrow’s major upgrade cycle.
@Capital_Insights [得意]
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