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Trendforce

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iPhone Duo Poised to Dominate Nearly a Quarter of Foldables by 2026
technology10 days ago

iPhone Duo Poised to Dominate Nearly a Quarter of Foldables by 2026

TrendForce forecasts Apple's iPhone Duo will capture about 24.8% of the foldable market in 2026, shipping around 5 million units and helping offset a segment slowdown as global foldable shipments total roughly 20.2 million. Samsung leads with about 7.1 million units (35.1%), while Huawei is expected to match Apple at ~5 million and 24.8% share. Apple’s design tradeoffs include no dedicated periscope zoom in favor of a 48 MP main camera with 2x optical zoom and a side Touch ID, with AI/multitasking enhancements poised to redefine foldables.

via 9to5Mac|
#2026-shipments#apple#foldable-smartphones
Foldable iPhone Ultra Could Start at $2,099–$2,299 With 7.8-inch Inner Display
technology18 days ago

Foldable iPhone Ultra Could Start at $2,099–$2,299 With 7.8-inch Inner Display

Ahead of Apple’s Sept. 9 event, TrendForce estimates the foldable iPhone, reportedly named iPhone Ultra, will start around $2,099–$2,299 in the U.S., with top configurations potentially exceeding $3,000. Expected specs include a 5.5-inch outer display, a 7.8-inch inner OLED ProMotion display up to 120Hz, Touch ID, an A20 Pro chip built on TSMC’s 2nm process, 12GB of RAM, storage from 256GB to 2TB, and 24MP front plus dual 48MP rear cameras. The iPhone Ultra would be the most expensive iPhone yet, higher than the iPhone 17 Pro Max’s $1,199 starting price, and is slated to debut at Apple’s event.

via MacRumors|
#foldable-iphone#iphone-ultra#price
Apple bears fourfold memory costs for iPhone 18 Pro with partial price pass‑through
technology18 days ago

Apple bears fourfold memory costs for iPhone 18 Pro with partial price pass‑through

TrendForce projects iPhone 18 Pro memory costs will be roughly 400% higher in 3Q26 versus a year earlier; Apple is unlikely to pass the full increase to consumers, instead leaning on services revenue to offset higher BOM costs, with an expected price rise of about $100 over the iPhone 17 Pro. The report also flags a potentially steep price for the iPhone Ultra, which could start around $2,299 with top-end configurations surpassing $3,000.

via 9to5Mac|
#iphone-18-pro#memory-costs#price-increase
Apple's Next iPhone Pro Prices Eye-Opening Increases Ahead of Event
technology19 days ago

Apple's Next iPhone Pro Prices Eye-Opening Increases Ahead of Event

TrendForce estimates that the iPhone 18 Pro and Pro Max will rise about 10-20% from the 17 Pro lineup, with starting prices around $1,249-$1,299 for the iPhone 18 Pro and $1,349-$1,399 for the Pro Max. The firm also projects a foldable iPhone Ultra at $2,099-$2,299. Core driver is higher memory costs (256GB memory chip up ~400% YoY; BOM for 256GB Pro up ~38%), though Apple may trim margins to soften the impact. The regular iPhone 18 is not expected until spring 2027. Apple’s “Surprise and shine” event is on Sept. 9, when the company will reveal real prices.

via MacRumors|
#apple-event#iphone-18-pro#iphone-ultra
iPhone 18 Pro to Start at 256GB, but Price Hikes Loom
technology1 month ago

iPhone 18 Pro to Start at 256GB, but Price Hikes Loom

TrendForce says the iPhone 18 Pro will begin with 256GB of storage, matching the iPhone 17 Pro, while its bill of materials is estimated to be about 38–40% higher. As a result, base prices could rise by roughly $200–$300, with starts around $1,399 for the Pro and $1,499 for the Pro Max, ahead of a September launch amid broader Apple price increases driven by memory-chip shortages.

via MacRumors|
#bill-of-materials#iphone-18-pro#price-increase
Apple Faces Margin Test as iPhone 18 BOM Could Jump 38%
business1 month ago

Apple Faces Margin Test as iPhone 18 BOM Could Jump 38%

TrendForce estimates the iPhone 18 Pro’s bill of materials could rise about 38% versus the 2025 model due to memory-price inflation, putting pressure on Apple’s margins. The company could absorb part of the cost or raise prices to protect shipments, with memory costs expected to keep rising into 2027. The iPhone 18 cycle will test Apple’s premium-pricing power, even as the company enters it from a position of strength with solid Q3 revenue and margins.

via Yahoo Finance|
#apple#business#gross-margin
Memory spike lifts iPhone 18 Pro BOM by 38%, TrendForce estimates
technology1 month ago

Memory spike lifts iPhone 18 Pro BOM by 38%, TrendForce estimates

TrendForce estimates the iPhone 18 Pro’s BOM will be about 38% higher than the iPhone 17 Pro, driven largely by memory costs that are rising and could account for roughly a third of BOM in 2026–27; with memory prices staying elevated, Apple may raise prices or reduce margins to maintain volumes, potentially pricing older models higher as the new lineup debuts alongside the foldable iPhone Ultra next month.

via MacRumors|
#bill-of-materials#iphone-18-pro#memory-prices
UBS hikes memory price forecast as supply tightness stretches into 2027
technology2 months ago

UBS hikes memory price forecast as supply tightness stretches into 2027

UBS lifts its DRAM and NAND price forecasts amid ongoing memory-supply constraints, predicting DDR contract prices to rise 32% QoQ in Q3 and 18% QoQ in Q4, with NAND up 30% QoQ in Q3 and 12% QoQ in Q4. TrendForce likewise flags persistent shortages, while UBS notes demand growth outpaces supply (roughly 36% vs about 19% for DRAM in 2027), suggesting higher memory prices could persist and drive substantial industry revenue growth into the late 2020s (with price changes varying by product/brand).

via Wccftech|
#dram#memory-prices#nand
Apple's iPhone Fold tackles crease with a materials-first approach
technology5 months ago

Apple's iPhone Fold tackles crease with a materials-first approach

Apple treats foldables as a materials problem, focusing on how the display's adhesive layers and layered stack handle stress to reduce creases rather than relying solely on hinge design; TrendForce-backed analysis notes that smarter OCAs and material strategies like variable-thickness glass aim to improve long-term panel durability.

via AppleInsider|
#adhesive-engineering#foldable-displays#iphone-fold
OCA Adhesives Move Apple Toward Crease-Free Foldable iPhone Display
technology5 months ago

OCA Adhesives Move Apple Toward Crease-Free Foldable iPhone Display

TrendForce says optically clear adhesive (OCA) is the key to a crease-free foldable iPhone, aided by ultrathin glass designs and hinge engineering; Apple is reportedly pursuing crease elimination at any cost, with Foxconn in trial production and Samsung Display slated to mass-produce OLED panels by May for a September reveal alongside the iPhone 18 Pro; TrendForce estimates Apple could capture about 20% of the foldable smartphone market this year.

via MacRumors|
#display-technology#foldable-iphone#oca
Apple's MacBook Neo Aims to Redefine Entry-Level Laptops
technology6 months ago

Apple's MacBook Neo Aims to Redefine Entry-Level Laptops

TrendForce expects global notebook shipments to fall about 9.2% in 2026, but Apple’s new MacBook Neo targets the $500–$800 mainstream segment with a $599 price (education discount to $499) and fixed 8GB RAM, leveraging in-house silicon to undercut rivals. If it gains traction after its March 11 launch, it could reshape pricing dynamics and market share in the notebook market.

via MacRumors|
#apple#macbook-neo#notebook-market
"Rumor: iPhone 16 Pro to Introduce 5x Optical Zoom and Google-Inspired Camera"
technology2 years ago

"Rumor: iPhone 16 Pro to Introduce 5x Optical Zoom and Google-Inspired Camera"

Apple is rumored to bring the 5x optical zoom feature, currently exclusive to the iPhone 15 Pro Max, to both the iPhone 16 Pro and iPhone 16 Pro Max. This advanced camera upgrade is expected to be made accessible to more users in the Pro series. The iPhone 16 Pro is also rumored to feature a larger 6.3-inch display compared to its predecessor. The iPhone 16 series is expected to be unveiled in September.

via MacRumors|
#apple#iphone-16#optical-zoom