Dan Ives Projects Apple's $1,999 Foldable to Fuel 20 Percent of iPhone Revenue
Yahoo Finance ·
Prominent Wall Street analyst Dan Ives has highlighted that Apple's upcoming foldable iPhone, expected to be priced at $1,999, could generate up to 20 percent of the tech giant's total iPhone revenue. According to his market insights, a massive installed base of 300 million active iPhone users has gone without a hardware upgrade for over four years. This large pool of delayed renewals creates an unprecedented replacement cycle opportunity, positioning the highly anticipated foldable device as a major catalyst for future hardware sales growth and consumer engagement.
AI 시장 분석
An analysis suggests that the launch of Apple's $2,000 foldable phone could drive 20% of iPhone sales. Notably, with 300 million iPhones remaining un-upgraded for over four years, pent-up demand is abundant. This product diversification and replacement cycle provide a positive momentum for Apple's hardware revenue growth. Investors should closely monitor upcoming new product release schedules and initial sales volumes.
상승 영향
- Apple — The introduction of a $2,000 foldable phone will raise the ASP, and 300 million units of pent-up demand will stimulate the replacement cycle, expected to drive 20% of total iPhone sales.
- Smartphone Components — The launch of Apple's new foldable phone lineup and the generation of large-scale replacement demand will directly benefit the earnings of related component suppliers.
DYAX 전담 분석
This analysis indicates that the high-priced foldable phone lineup can significantly improve Apple's profitability by driving up the Average Selling Price (ASP). In particular, the massive pool of pent-up demand that has delayed replacement for a long time is likely to convert into strong replacement demand at the time of the new product launch.
In a bullish scenario, new products will expand market share in the premium segment and drive stock price gains, while in a bearish scenario, consumer price resistance due to high inflation could limit demand. Key monitoring indicators are supply chain component order volumes and initial pre-order performance.
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