Apple Prepares for High-Stakes Foldable iPhone Debut Against Huawei and Xiaomi at Upcoming Event
Yahoo Finance ·
Wall Street is bracing for a major hardware shift ahead of Apple's live-streamed 'Surprise and Shine' event on Wednesday, September 9, 2026. Bank of America anticipates a robust lineup led by a foldable iPhone. On September 8, BofA analyst Wamsi Mohan reiterated a Buy rating with a $380.00 price target. Apple is expected to reveal the iPhone 18 Pro, Pro Max, and its inaugural foldable device, likely named Ultra or Fold. The foldable variant is projected to carry a $2,500 price tag, yet IDC senior research director Nabila Popal forecasts it will generate over $45 billion in revenue by the end of next year. Despite entering the foldable arena later than rivals, Apple aims to leverage its ecosystem. However, it faces fierce competition from Chinese giants such as Huawei, which controlled roughly 68 percent of China's foldable market in the second quarter of 2026 with its Mate XT2 series, and Xiaomi with its new Xiaomi 18 Fold featuring the XRing O3 AI processor.
AI 시장 분석
Apple is gearing up to unveil new products, including its first foldable iPhone and the iPhone 18 series, at the 'Surprise & Shine' event on September 9, 2026. Wall Street and Bank of America project that despite a high price tag, the foldable iPhone will generate over $45 billion in revenue by the end of next year, driven by its robust ecosystem. However, intense competition is expected as Chinese competitors like Huawei and Xiaomi have already preempted the foldable market.
상승 영향
- Smartphones — As Apple unveils its first foldable iPhone and the iPhone 18 series, entering a massive hardware replacement cycle, revenue growth for related component suppliers and Apple is expected.
- AI — The adoption of the A20 and A20 Pro chips and high-performance RAM (12GB) in the new products enhances on-device AI performance, stimulating demand for related semiconductors and AI.
하락 영향
- Smartphones — Chinese competitors like Huawei's Mate XT2 and Xiaomi's 18 Fold have already dominated the market with foldable technology that is several generations ahead, making Apple's entry into the market highly competitive.
DYAX 전담 분석
Apple's launch of its first foldable iPhone and entry into a new hardware cycle are expected to act as strong momentum for Apple's stock, directly benefiting the related component supply chain and ecosystem expansion. In particular, despite the high price point of $2,500, strong demand is anticipated, which will significantly contribute to future earnings growth.
The bullish scenario involves the foldable iPhone successfully fending off assaults from Huawei and Xiaomi through unparalleled hardware and software integration, recording sales that exceed expectations. The bearish scenario entails a slowdown in profitability due to declining market share in China and intensifying competition. Key indicators to watch are initial sales volume and shipments within the Chinese market.
AI가 생성한 분석으로 투자 자문이 아닙니다.
DYAX Investor Sentiment
Bullish (Long) 52% · Bearish (Short) 48%
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