Apple's First Foldable iPhone Sells Out Minutes After Preorders Open
Yahoo Finance ·
Apple shares climbed 2 percent in premarket trading on Friday after the company's inaugural foldable smartphone, the iPhone Duo, sold out within minutes of preorders launching at 8 a.m. Eastern time on October 16. Strong consumer response quickly pushed shipping estimates from November out to January 25, highlighting potential supply strains relative to early demand. While Apple did not disclose specific inventory numbers, making it challenging to separate true underlying demand from restricted initial supply, the device marks a major milestone as Apple enters the foldable market long dominated by competitors like Samsung. Investors are closely monitoring delivery timelines to gauge whether the initial frenzy will translate into enduring market demand for Apple's expanded flagship portfolio.
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Pre-orders for Apple's first foldable iPhone sold out within minutes of launch, extending delivery dates to January 25. Driven by this surge in initial demand, Apple's stock rose 2% in pre-market trading. However, since the initial supply volume was not disclosed, an accurate assessment between robust demand and supply constraints remains to be seen.
상승 영향
- Smartphones — Pre-orders for Apple's first foldable iPhone sold out in minutes and delivery dates were extended, stimulating hardware replacement demand and expected related revenue growth.
DYAX 전담 분석
As Apple's new foldable iPhone sold out immediately after launch, positive earnings expectations are flowing across the supply chain. In particular, with Apple making a full-scale entry into the foldable phone market previously dominated by Samsung Electronics, related component suppliers are expected to benefit.
The bullish scenario is that delivery delays persist, stimulating the iPhone replacement cycle, while the bearish scenario is that it proves to be an optical illusion caused by initial supply shortages. Future shipment data and the earnings trends of component suppliers need to be monitored.
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