Apple Projected to Ship Over 17 Million Foldable iPhones by 2027, According to IDC
Yahoo Finance ·
Market intelligence firm IDC reports that Apple (AAPL) is poised to revitalize expansion within the foldable smartphone segment upon its official market entry. Projections indicate that shipments of foldable iPhones by Apple are anticipated to surpass the 17 million unit threshold by the year 2027. This forecast highlights the anticipated commercial impact and robust consumer interest surrounding Apple's upcoming hardware developments in the foldable device category.
AI 시장 분석
According to IDC's latest outlook, Apple is expected to ship over 17 million foldable iPhones by 2027. This new product launch is anticipated to inject new vitality into the stagnant foldable smartphone market. Investors should pay attention to the potential rebound in Apple's hardware revenue.
상승 영향
- Smartphones — Apple's entry into the foldable iPhone market is expected to ship over 17 million units by 2027, stimulating overall mobile demand.
- Components/Materials — Sales growth of related partner companies is expected due to the large-scale expansion of supply for core components such as displays and hinges specialized for foldable phones.
DYAX 전담 분석
Apple's entry into the foldable iPhone market will significantly stimulate demand in the premium segment of the global smartphone market, directly leading to improved earnings for related component supply chains. In particular, the shipment forecast of over 17 million units provides large-scale order opportunities for display and hinge manufacturers.
In the bullish scenario, the popularization of foldable phones will accelerate and the stock prices of related component stocks will surge, whereas in the bearish scenario, initial demand sluggishness due to launch delays or high prices could act as a risk. Key monitoring indicators are component supply contract disclosures and initial pre-order volumes.
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