Apple bets on foldable iPhone to lift revenue, Morgan Stanley says
TL;DR Summary
Morgan Stanley expects Apple to unveil its first foldable iPhone (the iPhone 18 Pro) at the Sept. 9 event, with about 6.5 million foldables projected to ship in the December quarter and roughly $14 billion in foldable revenue. Pricing could add $200–$500 to Pro models, with a 512GB foldable possibly starting at $2,399 and a 2TB version around $3,199, a strategy aimed at supporting margins but potentially testing consumer demand.
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