Morgan Stanley predicts that the first foldable iPhone could bring Apple about $14 billion in revenue in the fourth quarter of this year. Banking experts say the device, set to launch next week, is Apple’s most important event since the launch of the iPhone X.
«Apple’s first foldable iPhone is the biggest change in iPhone appearance since iPhone Xsaid analyst Eric Woodring.
Morgan Stanley expects strong demand for foldable iPhones at launch but limited supply. Analysts at the bank said Apple will supply 7-8 million devices to the market by the end of this year, and sales will reach 20 million units in the first year. The launch of the foldable iPhone is seen as a test of the company’s ability to maintain high prices, as this year is expected to see the biggest price increase in years.
Woodring noted that rising NAND and DRAM chip costs appear to be one reason the Pro model is more than $200 more expensive than last year’s device. The key update for the iPhone 18 Pro is likely to be the transition to TSMC-made processors using 2nm process technology. This should lead to improved performance, including artificial intelligence capabilities that run directly on the device.
According to the bank, “Apple is more focused on getting enough parts for itself than finding enough buyers“However, a shortage of memory chips may limit the production of new devices in the near future.
The change in Apple’s leadership brings additional significance to the upcoming presentation. For the first time in 15 years, the main speaker at the event will not be Tim Cook: company chief John Ternus will be showcasing new equipment.
«This event was anything but ordinary. For the first time in 15 years, Tim Cook will no longer be the main speaker. New CEO John Ternus will succeed him and lead the company through the first major change in the iPhone’s form factor in nearly 10 years.” Woodring pointed out.
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