Apple's foldable iPhone Duo could make foldables the norm, Gurman says

Product / Tech
โดย Seeking Alpha·US·Read original
Summary · why it matters

Apple's first foldable iPhone, the iPhone Duo, could turn an experimental smartphone category into the industry standard, according to Bloomberg News reporter Mark Gurman. Gurman called the $1,999 device one of Apple's most consequential products, ranking it just below landmark devices such as the iMac, iPod, iPad and Apple Watch, and said Apple's combination of software, materials and durability gives the Duo a stronger chance of winning mainstream acceptance. The launch also serves as an opening act for new Apple Chief Executive John Ternus, with former CEO Tim Cook moving into the executive chairman role rather than introducing the product himself. Foldables currently represent about 2% of worldwide smartphone shipments, despite Samsung introducing its Galaxy Fold seven years ago, but Gurman predicts foldables will account for most new phone sales within a decade and expects the iPhone Duo to become the leading foldable model by early next year, with demand producing severe shortages and sharply higher resale prices. He also sees room for an entire family of foldable phones, potentially including a larger Duo Max and a less expensive Duo SE or Duo mini, and expects the Duo to play a role similar to the original iPhone by establishing a format competitors adopt and improve.

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Apple's first foldable iPhone Duo is positioned to make foldables mainstream and become the leading foldable model, driven by Apple's software, materials and durability.

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