Apple Shares Rise 1% as IDC Predicts 10 Million Foldable iPhone Shipments in Year One
Yahoo Finance ·
Shares of Apple climbed roughly 1% on Wednesday following optimistic forecasts from market research firm IDC. The organization projects that Apple's upcoming foldable smartphone will achieve over 10 million shipments within its initial year, effectively reviving a slowing sector. Priced at an estimated $2,500, the high-end device targets an affluent consumer base and is anticipated to capture a 40% market share by 2027. IDC estimates that this entry will reverse a projected double-digit downturn, driving 12.6% growth for the foldable category this year and 18% next year. Meanwhile, Apple has scheduled its official product showcase event for September 9, marking the first major launch under newly appointed CEO John Ternus.
AI 시장 분석
IDC forecasts that Apple will launch its first foldable iPhone at a high price of $2,500, shipping over 10 million units in its first year and achieving a 40% market share by 2027. This is expected to rebound the stagnant foldable phone market with 12.6% growth this year. The new product launch will take place on September 9 under the new CEO John Ternus regime, driving up the stock price.
상승 영향
- Smartphones — Apple's entry into the foldable phone market is projected to grow the foldable phone market by 12.6% this year, helping it escape the slump.
- Components — The launch of premium foldable devices will increase demand for high-value-added components, leading to expected earnings improvements for related suppliers.
하락 영향
- Components — The supply shortage and cost increases of core components such as memory chips for implementing artificial intelligence functions will burden smartphone manufacturing costs.
DYAX 전담 분석
Apple's entry into the foldable phone market, despite its high-price strategy of $2,500, will ship 10 million units in its first year and provide strong momentum to the stagnant foldable market. This directly leads to increased sales for related component supply chains and partners, and accelerates the premiumization of the entire smartphone ecosystem.
The bullish scenario is that the growth rate of the foldable market rises steeply alongside the new product launch until 2027, driving Apple's earnings growth, while the bearish scenario is that margin pressure occurs due to rising component costs and supply chain constraints. Key watching points are the specific specs of the new product to be revealed on September 9 and initial consumer response.
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