Apple Expected to Reveal First Foldable Device and iPhone 18 Pro at New CEO's Debut Major Event
Yahoo Finance ·
According to MT Newswires on Wednesday, September 9, 2026, Apple is gearing up for a highly anticipated special product showcase titled 'Surprise and shine,' scheduled for 1 pm. This landmark presentation marks the inaugural major hardware launch under the leadership of the company's new CEO. Industry watchers anticipate that the tech giant will finally introduce its inaugural foldable smartphone alongside the flagship iPhone 18 Pro, generating substantial excitement among investors and consumers globally as the brand enters a transformative new era.
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Apple is expected to host its first major new product event, Surprise and shine, under the new CEO system and unveil its first foldable phone and iPhone 18 Pro. This new product launch will diversify Apple's hardware portfolio and stimulate replacement cycles, having a significant ripple effect across the related supply chain. Investors should pay attention to whether the introduction of new form factors can lead to an earnings rebound.
상승 영향
- Smartphone Components — The launch of Apple's first foldable phone and iPhone 18 Pro will explosively increase component demand, directly driving earnings growth for related hardware partners.
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The launch of Apple's first foldable phone and the iPhone 18 Pro will strongly drive premium demand in the smartphone market, directly linking to improved earnings for related component and supply chain companies. In particular, the form factor change is likely to stimulate mobile demand that has experienced a prolonged slump, leading to increased sales for partner companies.
In the bullish scenario, the innovative nature of the new products will be well-received, causing shipments to surge and boosting the stock prices of related component stocks. In the bearish scenario, concerns remain over supply chain disruptions or sluggish sales due to high-pricing strategies. Key monitoring indicators are initial pre-order sales and suppliers' monthly revenue performance.
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