Apple plans to produce 10 million foldable iPhone Ultra models, up from 7-8 million, reflecting strong demand anticipation. This move coincides with Apple anticipating selling about 220 million units in 2026, including 70 million for the new iPhone 18 series. The foldable's high price could increase the average selling price of foldables, influencing the market landscape.
Apple plans to manufacture 10 million foldable iPhone Ultra units, surpassing previous projections of 7-8 million. This increase is in response to expected strong market demand. The foldable iPhone Ultra is anticipated to sell for approximately $2,500.
In addition to the new foldable model, Apple will also produce significant quantities of its forthcoming iPhone 18 series, forecasted at 70-75 million units for the Pro and Pro Max models.
Counterpoint Research suggests Apple's entry into the foldable market could raise average selling prices of such phones by 18% to $1,485 by 2026. The iPhone Ultra's premium pricing reflects increased capabilities compared to existing foldable phone models.
This trend may impact the overall foldable market dynamics, with book-type foldables gaining a greater market share and higher average prices compared to clamshell designs.
For 2026, Apple aims to sell about 220 million iPhones, with foldable iPhones being a small yet significant component.
IDC forecasts total sales near 240 million units, underscoring Apple's sustained market presence and the strategic importance of expanding its product offerings.
Positive investor sentiment has been noted following Apple's increased production forecast, leading to a rebound in its stock performance.
This adjustment aligns with investors' confidence in Apple's ability to navigate pricing dynamics and secure demand in premium product segments.
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Counterpoint Research forecasts that Apple's entry into the foldable smartphone market will increase average selling prices by 18% to $1,485 by 2026. The rise in prices is attributed to the success of book-type foldables, like the anticipated iPhone Fold, which accounts for a larger share of shipments.
Apple's stock rebounded 5% following reports of increased demand for foldable iPhone Ultra models. The company raised its production forecast from 7-8 million to 10 million units, indicating positive investor sentiment despite prior price hikes on products.
Apple has increased its foldable iPhone Ultra production target to 10 million units, up from a forecast of 7-8 million. This adjustment reflects strong demand expectations as Apple also prepares for the upcoming iPhone 18 series.