iPhone Duo Preorders Sell Out Rapidly As Delivery Estimates Slip Into January
Yahoo Finance ·
Price change for Apple stock in the last 6 months: 27% Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free) >>> Apple’s ( AAPL ) iPhone Duo went up for preorder on Friday, and launch-day pickup inventory sold out fast. Some online delivery estimates have already slipped into late January. Apple called the demand “nothing short of extraordinary”, and the company said it will keep taking orders online. The Duo is Apple’s first foldable phone and its most expensive iPhone ever. It starts at $1,999 and passes $3,000 at the 2TB storage tier. It sits above the Pro and Pro Max. Supply is expected to be tight, and Counterpoint expects six million units or fewer in the near term. IDC expects Apple to ship about seven million this year, roughly 3% of its total shipments. IDC sees Duo shipments growing another 70% next year, which could give Apple about 40% of the foldable market. See analysts’ growth forecasts and price targets for Apple stock (It’s free) >>> For Apple stock, the story is about value, not volume. Analysts say many Duo buyers will be current iPhone owners. Some would have bought a Pro Max. Moving from a roughly $1,200 phone to a $2,000 one should give revenue a “healthy boost,” according to IDC’s Nabila Popal. JPMorgan expects iPhone shipments to stay roughly flat next year and says the Duo could still lift revenue because of its high price. D.A. Davidson analyst Gil Luria said Apple needs the Duo to succeed. Without it, revenue growth could be “pretty pedestrian.” He also said some shoppers who come to see the Duo may leave with a cheaper iPhone. TechInsights analyst Wayne Lam warned that higher prices could stretch upgrade cycles even longer. The latest quarter gave Apple a strong base. Revenue was $109.4 billion, up 16%, and iPhone revenue rose 22% to $54.3 billion. But Apple guided September quarter revenue growth to 9% to 11%. It cited supply limits and memory costs. So Apple stock has a clear boost from Duo demand and also has supply and cost pressure to manage. Estimate a company’s fair value instantly (Free with TIKR) >>> TIKR lets you forecast the future price of any stock in less than a minute. Just enter a few assumptions into TIKR’s valuation model and see what AAPL stock could be worth. Start from Wall Street consensus estimates, or adjust the inputs to reflect your own view of the business. It’s free to use. Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
AI 시장 분석
Apple's new product, the iPhone Duo, recorded strong initial demand with launch-day inventory selling out immediately after pre-orders began, delaying shipments until next January. Despite the high-priced strategy starting at $1,999, confirmed strong demand is expected to positively impact Apple's revenue and margin expansion. However, caution is required as limited supply and high component costs could act as major variables for future earnings.
상승 영향
- AI — The sell-out of pre-orders for Apple's new foldable phone, the iPhone Duo, and high initial demand drive hardware revenue growth and are positive for the related supply chain.
하락 영향
- Semiconductors — The rising memory costs and supply restriction pressures mentioned in the article act as a burden on the margins and production plans of related component suppliers.
DYAX 전담 분석
The rapid pre-order sell-out and January shipment delays of the iPhone Duo prove the success of its high-priced premium strategy, which is analyzed to directly drive the rise in Apple's Average Selling Price (ASP) and revenue growth. IDC expects next year's Duo shipments to grow by 70%, achieving a 40% market share in the foldable phone market.
The bullish scenario is the breaking of all-time high earnings driven by an increased sales proportion of high-priced models, while the bearish scenario is margin erosion due to deepening supply shortages and memory cost pressures. Investors should closely monitor future supply chain stabilization and shipment data.
AI가 생성한 분석으로 투자 자문이 아닙니다.
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