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#AppleSeptemberEvent
Yes, a foldable iPhone could become a significant new growth engine for Apple; however, this likely won't happen solely due to sales volume.
Here are the key points to watch for tonight:
* iPhone Ultra: Reports point to a first-generation foldable model priced above $AAPLpotentially approaching $3,000for certain configurations.
* iPhone 18 Pro / Pro Max: Indications suggest Apple is focusing its launch this autumn on high-end models, while the standard iPhone 18 will likely be delayed until the spring of 2027.
* The Ternus Test: This marks the first major launch led by John Ternus as CEO, having taken over the role from Tim Cook on September 1st. Consequently, the foldable model represents not just a product launch, but his first major strategic move.
Yes, a foldable iPhone could become a significant new growth engine for Apple; however, this likely won't happen solely due to sales volume.
Here are the key points to watch for tonight:
* iPhone Ultra: Reports point to a first-generation foldable model priced above $2,000, potentially approaching $3,000 for certain configurations.
* iPhone 18 Pro / Pro Max: Indications suggest Apple is focusing its launch this autumn on high-end models, while the standard iPhone 18 will likely be delayed until the spring of 2027.
* The Ternus Test: This marks the first major launch led by John Ternus as CEO, having taken over the role from Tim Cook on September 1st. Consequently, the foldable model represents not just a product launch, but his first major strategic move.
* Growth Potential: Foldable phones currently account for only 2% of global smartphone sales; however, analysts predict Apple could capture a substantial share of this niche market, potentially selling around 10 million units in the first year.
* Major Risk: A starting price exceeding $2,000 could limit adoption rates. Apple needs to ensure the device feels like a truly revolutionary product, rather than just an expensive iPhone with a folding screen.
* My Take: The most important figure tonight isn't the Ultra's initial sales volume. What truly matters is whether Apple can use this foldable model to spark a new high-end upgrade cycle and drive up the average selling price within the iPhone ecosystem. If Apple succeeds in areas such as pricing, durability, the screen crease, and software, this launch could be one of the company's most significant iPhone launches in recent years.
For AAPL investors, I recommend keeping an eye on three key figures: the launch price, the pre-order timing, and the initial shipment forecast.
$AAPL