IDC Projects Apple Foldable iPhone to Exceed 17M Units by 2027 with $2,550 ASP
Newsquawk ·
Market research firm IDC projects that Apple's upcoming foldable iPhone could retail at an average selling price of USD 2,550, driven by ongoing semiconductor shortages and logistics bottlenecks. Citing industry sources, IDC forecasts that unit sales will surpass 17 million by the end of 2027, yielding upward of USD 45.7 billion in total revenue. Analysts note that an elevated average selling price stemming from component scarcity highlights a margin-accretive product mix instead of demand destruction. While unit projections remain susceptible to future adjustments as production schedules crystallize, investors should closely monitor supply-chain checks from rival research desks and component order signals originating from display and hinge suppliers. This constrained luxury positioning also alters implications for the broader memory and panel sector, acting as a directional indicator ahead of the official production ramp.
AI 시장 분석
IDC forecasts that Apple's foldable iPhone will record an average selling price of $2,550 due to chip shortages and supply chain bottlenecks. It is expected to sell over 17 million units and generate more than $45.7 billion in revenue by the end of 2027. This high-price policy resulting from component scarcity is likely to lead to margin expansion rather than demand destruction.
상승 영향
- Apple — The high average selling price of $2,550 projected by IDC is expected to lead to margin expansion, positively impacting overall revenue and profitability.
- Semiconductors — The tight supply and demand conditions for high-value-added memories and panels equipped in foldable phones will contribute to the performance improvement of related suppliers.
하락 영향
- Smartphones — Persistent chip shortages and supply chain bottlenecks may constrain actual production and shipment increases, negatively affecting target achievement.
DYAX 전담 분석
Supply chain bottlenecks and chip shortages are serving as major factors driving Apple's foldable iPhone average selling price higher than expected. While this could bring cost-pressure, it is analyzed to have a positive impact on defending profitability through a premium pricing strategy.
The bullish scenario is when component order signals from display and hinge vendors remain solid, leading directly to margin expansion, while the bearish scenario is when supply chain disruptions deepen, causing actual shipments to fall below projections. Future channel checks regarding display and memory component supply shortages are key monitoring indicators.
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