To The Moon

D. High price tag in a sensitive market due to poor economics and sentiments. Chinese phones are way ahead in terms of foldable technology and at a much more competitive price point with wider variety

B. so expensive this phone

I’d choose B — Maybe, but I’m cautiously bullish on the bigger picture. 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 f

For nearly two decades, the iPhone has remained recognisably the same object: a flat slab of glass that became faster, brighter and more capable with every generation. On September 9, $Apple(AAPL)$ finally broke that formula. The iPhone Duo is Apple’s first foldable smartphone and arguably its biggest hardware redesign since the iPhone X. Closed, it offers a compact 5.4-inch outer display; unfold it and the device becomes a 7.6-inch screen, the largest ever on an iPhone. It starts at US$1,999, with pre-orders opening October 16 and availability beginning October 23. For consumers, the story is about whether a folding iPhone is worth almost US$2,000. For investors, the question is bigger: can Apple turn foldables from a niche experi

For nearly two decades, the iPhone has remained recognisably the same object: a flat slab of glass that became faster, brighter and more capable with every generation. On September 9, $Apple(AAPL)$ finally broke that formula. The iPhone Duo is Apple’s first foldable smartphone and arguably its biggest hardware redesign since the iPhone X. Closed, it offers a compact 5.4-inch outer display; unfold it and the device becomes a 7.6-inch screen, the largest ever on an iPhone. It starts at US$1,999, with pre-orders opening October 16 and availability beginning October 23. For consumers, the story is about whether a folding iPhone is worth almost US$2,000. For investors, the question is bigger: can Apple turn foldables from a niche experi

D. High price tag in a sensitive market due to poor economics and sentiments. Chinese phones are way ahead in terms of foldable technology and at a much more competitive price point with wider variety

B. so expensive this phone

I’d choose B — Maybe, but I’m cautiously bullish on the bigger picture. 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 f