Apple Nears Third Weekly Gain as Foldable iPhone Production Hits Bottlenecks
Yahoo Finance ·
Apple shares are on track for a third consecutive weekly advance, rising 2.7% so far this week, despite manufacturing hurdles facing its anticipated foldable iPhone. According to a Nikkei Asia report on Friday, daily production of the device is currently restricted to just a few hundred units due to exceptionally strict quality control standards, particularly concerning hinge performance and surface flatness. Insiders indicate that output must accelerate significantly to reach the company's annual goal of 8 million to 10 million units. This launch is a critical milestone, representing the company's debut in the foldable market and serving as the first major product unveiling for new CEO John Ternus, who assumed the role on September 1 following Tim Cook. Meanwhile, the broader mobile industry continues to grapple with severe component shortages driven by AI infrastructure expansion. IDC projects that the smartphone market will decline by 16.7% this year, with surging memory costs pushing average selling prices up by approximately 27.6%.
AI 시장 분석
Apple's foldable iPhone is facing setbacks in meeting its targets, with daily production remaining at just a few hundred units due to strict quality standards and hinge technology issues. The global smartphone market is expected to contract by 16.7% this year due to memory shortages driven by AI infrastructure expansion, while average selling prices are projected to rise by 27.6%. Despite these production disruptions and component shortages, Apple's stock rose 2.7% this week, heading toward its third consecutive weekly gain.
상승 영향
- AI — Long-term growth of semiconductors and the overall related ecosystem is expected as demand for related components increases due to the expansion of AI infrastructure construction.
하락 영향
- Semiconductors — As the memory shortage intensifies, smartphone manufacturing costs rise, leading to a decrease in shipments and putting a burden on related component suppliers.
- Smartphones — The global smartphone market is expected to decline by 16.7% this year due to memory shortages and supply chain disruptions, making a slowdown in industry conditions inevitable.
DYAX 전담 분석
Reports that the initial production volume of the foldable iPhone is only a few hundred units per day could delay Apple's entry into the new premium upgrade cycle, causing short-term supply shortages. In particular, structural downward pressure exists as memory shortages cause the average selling price of smartphones to surge by 27.6%, increasing cost burdens.
Investors should closely monitor the pace of production yield improvements and the supply chain stabilization message at the September 9 new product launch event. If production disruptions are prolonged, it could lead to a failure to achieve the target of 8 million to 10 million units, acting as downward pressure on the stock price; however, if yields improve rapidly, it could turn into a rebound momentum.
AI가 생성한 분석으로 투자 자문이 아닙니다.
DYAX Investor Sentiment
Bullish (Long) 71% · Bearish (Short) 29%
390 participants
Related News
- A Smarter Approach to Investing $1,000 in Bitcoin Without Lagging the Market
- Palo Alto Networks Soars in 2026: Is It Still a Buy After Record Gains?
- OTT Localization Market Report Projects Growth to 2031
- Neste Shares Surge 2.5% Following Goldman Sachs Upgrade
- Major Corporate Movements for September 4, 2026
- DeepSeek Reportedly Targets Deployment of Over 160k Huawei AI Chips in China
