Apple's Foldable iPhone Duo Faces Skepticism Over Size and One-Off Risk

Product / TechAnalyst
โดย Yahoo Finance·US·Read original
Summary · why it matters

Apple's first foldable phone, the iPhone Duo, drew a skeptical reception from Wall Street analysts and telecom executives who question whether its design will win over consumers. Jefferies analyst Edison Lee warned in a Thursday note that the Duo's size may be hard to hold and operate with one hand, especially for users with smaller hands, and that supply chain checks indicate Apple would introduce a second-generation foldable next year in a normal size, likely at an even higher price, which could make the Duo a one-off model and prompt some consumers to wait for the second-generation version. New Apple CEO John Ternus debuted the Duo at the company's annual product release event, showing a passport-like design that opens and closes like a book, with a 5.4-inch upfront display and a 7.6-inch display when opened. The iPhone Duo will start at $1,999, in line with speculation ahead of the event, while the most spec'd-out model will cost about $3,199. AT&T CEO John Stankey told Yahoo Finance from the Goldman Sachs Communacopia & Tech Conference that the device is not new compared with foldable phones already on the market, noting that good foldable devices have existed in the Android ecosystem for a couple of years and tend to serve a specific niche rather than gain broad acceptance. Apple shares finished Wednesday's session down slightly and rallied slightly in early Thursday trading.

Impact on stocks 4

Artificial Intelligence▼ · 2 stocks
Apple Inc.
AAPL
▼ NegativeTechnologyrelevance

Apple's first foldable iPhone Duo drew skeptical reception from analysts and telecom execs over its size and one-off risk, with supply-chain checks pointing to a normal-size second-gen model next year.

Financials▲ · 1 stocks
Jefferies Financial Group Inc
JEF
± MixedCapitalrelevance

Jefferies analyst Edison Lee issued a skeptical note on Apple's foldable Duo, but the article gives no impact on Jefferies itself.

Cloud & Digital Infrastructure▲ · 1 stocks
AT&T Inc.
T
± MixedCompetitionrelevance

AT&T CEO John Stankey commented that the foldable is not new versus existing Android foldables and serves a niche, but no direct impact on AT&T is stated.

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