Apple (NASDAQ:AAPL) foldable iPhone seen in short supply, not mass rollout
Apple Inc. is offering what analysts call a scarcity trade with its first foldable iPhone. The phone could sell for more than twice the price of a Pro model, but with shipping volumes too low to have much near-term impact on Apple’s top line. That setup is intentional. Ming-Chi Kuo at TF International Securities said foldable iPhone shipments might come in at just 0.5 million to 1 million units in the third quarter, compared to 20 million to 22 million units for the iPhone 18 Pro and Pro Max. With a launch price between $2,300 and $2,500, that adds up to $1.15 billion to $2.5 billion in possible retail sales for the quarter.