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G
Gene Munster

Sep 9 at 06:40 PM

The new foldable iPhone Duo is sick. No seam. Ultra thin. 50% larger screen than Pro Max.

My take: They're going to sell more than I thought before seeing it. I was thinking it would account for 5% of iPhone revenue in FY27. Now I think likely going to be 10%.

The issue is the price. We don't have it yet, but it will be $2k plus. $Apple(AAPL.US)

Source: Gene Munster

Apple

Apple

USAAPL

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