Updated
Updated · Bloomberg · Oct 9
Apple Analysts Question iPhone Duo Demand as iPhone Pro Sales Stay Flat After 3 Weeks
Updated
Updated · Bloomberg · Oct 9

Apple Analysts Question iPhone Duo Demand as iPhone Pro Sales Stay Flat After 3 Weeks

3 articles · Updated · Bloomberg · Oct 9

Summary

  • Nearly three weeks after launch, Apple’s new iPhone Pro lineup is showing consumer interest that analysts say looks flat versus last year’s Pro models.
  • That weak early read has shifted attention to the upcoming iPhone Duo, with analysts asking how many buyers may be holding off for Apple’s foldable phones instead.
  • Demand for the Duo is seen as critical to Apple’s stock performance this year and beyond because it could determine whether delayed upgrades turn into sales or signal broader softness.

Insights

With standard iPhone demand cooling, could the ultra-premium foldable market be the ultimate test of Apple's ecosystem loyalty?
Will the massive price tag of the iPhone Duo alienate loyal users or trigger the biggest supply chain shakeup in smartphone history?