Apple to Sell Essentially All iPhone Duo Units, Says CFRA
Yahoo Finance ·
Apple Inc. (AAPL) launched its iPhone 18 Pro in stores on Friday, arriving a full month ahead of the scheduled late October debut of the foldable iPhone Duo. Angelo Zino, senior vice president and equity analyst at CFRA Research, appeared on Market Domination to share his demand projections for the upcoming foldable device. During the segment, Zino indicated that the tech giant is positioned to sell virtually every single unit of the iPhone Duo that it manufactures, highlighting strong consumer interest and robust anticipated market uptake for the brand's first foldable smartphone offering.
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CFRA Research forecasts that Apple's new foldable iPhone duo will sell out completely upon release. Scheduled for late October, the product is expected to drive strong consumer demand, following the robust sales of the iPhone 18 Pro. This concentration of demand will provide positive momentum for Apple's earnings growth in the second half of the year.
상승 영향
- Apple — Projections of complete sell-out for the foldable iPhone duo are expected to increase hardware revenue and raise the Average Selling Price (ASP).
- Smartphone Components — Strong market demand for Apple's new products will drive concurrent increases in shipments and earnings for related component suppliers.
DYAX 전담 분석
The strong demand outlook for Apple's foldable iPhone duo directly translates to expanded hardware revenue, exerting upward pressure on Apple's stock price. In particular, the new product launch effect will drive fourth-quarter earnings, spreading benefits to related component suppliers across the supply chain.
The bullish scenario involves complete sell-out of initial production along with rising Average Selling Prices (ASP) driving an earnings surprise, while the bearish scenario is production disruptions caused by supply chain bottlenecks. Investors should closely monitor future shipment data and supply chain operation rate indicators.
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