Apple iPhone Demand Seen Resilient on Higher Carrier Subsidies, BofA Says
Yahoo Finance ·
Apple Inc. is expected to maintain strong iPhone demand as expanded carrier promotions largely offset a $100 price hike on its latest Pro models, according to Bank of America. Analyst Wamsi Mohan noted that maximum trade-in credits for the iPhone 18 Pro Max have risen to $1,200 from $1,100 for the previous iPhone 17 Pro Max. Major wireless providers like T-Mobile and AT&T are offering up to $1,200 in bill credits, typically spread across 24 to 36 months under eligible premium plans. Apple priced the iPhone 18 Pro at $1,199, up from the $1,099 tag on the iPhone 17 Pro, driven by persistent cost pressures and soaring memory prices in 2026. Following these insights, Mohan reaffirmed a Buy rating alongside a $370 price target on Apple shares. AAPL stock edged up 0.5% in pre-market trading on Thursday as market participants digested the upbeat carrier promotion outlook.
AI 시장 분석
Bank of America analyzed that subsidy increases by US carriers will offset the 100 dollar price hike of the latest Pro models, supporting iPhone demand. T-Mobile and AT&T are offering trade-in credits of up to 1,200 dollars. Accordingly, Apple shares showed a positive response, rising 0.5 percent in pre-market trading.
상승 영향
- Apple — Carrier subsidy increases of up to 1,200 dollars will offset the 100 dollar price hike of the iPhone Pro model to defend demand, and BofA maintains its 370 dollar price target and Buy rating.
하락 영향
- Semiconductors — Global memory shortages and steep increases in DRAM contract prices risk intensifying cost pressures on electronics manufacturers like Apple and shrinking margins.
DYAX 전담 분석
Apple's latest iPhone 18 Pro series starts at 1,199 dollars, a 100 dollar increase, but expanded carrier subsidies are easing consumer price resistance. Despite cost pressures from rising memory prices across overall product lines such as Macs and iPads, stable sales volumes are expected to be maintained.
The future bullish scenario is the maintenance of solid iPhone shipments driven by continued carrier promotions, while the bearish scenario is a slowdown in new upgrade demand due to the burden of long-term contracts. Investors should closely monitor 24 to 36-month installment credit conditions and memory semiconductor price trends.
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