Apple Foldable iPhone Duo Preorders Push Delivery Dates to 2027
Yahoo Finance ·
Apple opened preorders for its first foldable device, the $1,999 iPhone Duo, on Friday, October 16, with shipping estimates rapidly slipping into January within minutes. By approximately 8:30 a.m. ET, every configuration in the U.S. showed a delivery date ranging from January 25 to January 29, while in-store pickup options for the October 23 launch also vanished. Nikkei Asia reported in September that initial production was limited to just a few hundred units per day due to strict quality controls. Analyst Jeff Pu subsequently adjusted his 2026 Duo shipment forecast from 7 million units down to 6 million units, citing hinge constraints rather than weak demand. At 6 million units, projected revenue reaches roughly $12 billion, representing about 6 percent of Apple's fiscal 2025 iPhone revenue. Apple is scheduled to report its fiscal fourth-quarter financial results on Monday, November 2, making the upcoming December-quarter outlook a critical focal point for market observers.
AI 시장 분석
Apple's first foldable phone, the iPhone Duo, saw its shipping date pushed to January 2027 immediately after pre-orders opened, despite its high price of $1,999. However, with initial production limited to a few hundred units per day, this sellout is largely driven by supply constraints rather than an explosive surge in demand. Investors should closely analyze actual shipment volumes and supply chain constraints rather than cheering over a simple sellout phenomenon.
상승 영향
- AI — Apple's launch and early success of its premium foldable phone stimulate demand for high-end smartphone replacements, positively contributing to the growth of related hardware and ecosystems.
DYAX 전담 분석
Apple's $1,999 foldable phone, the iPhone Duo, demonstrated strong consumer demand as its shipping date was delayed to January 2027 right after pre-orders began. However, due to production constraints such as hinge defects, analysts have lowered their 2026 shipment forecasts to 6 million units, which is expected to account for about a quarter of Apple's total revenue growth.
The future stock price direction will be determined by whether the production bottleneck is resolved and by the December quarter guidance to be announced on November 2. While stabilized supply chains and increased shipments would serve as additional upward momentum for the stock, persistent component production disruptions could lower earnings expectations and act as a burden on the share price.
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