Apple(US:AAPL) Feng Huang Wang·2025-09-02 23:34Core Insights - Apple has significantly raised its shipment forecast for foldable iPhones, expecting to launch them in 2026 and 2028, with projected shipments increasing from 6-8 million to 8-10 million units in 2026, and from 10-15 million to 20-25 million units in 2027 [1] - The company also anticipates launching a new headset, Vision Air, in 2027, which is expected to reduce weight by over 40% and cut the price by more than 50% compared to the Vision Pro [1] - Apple is planning to accelerate hardware innovation starting in 2026 to drive new growth in its supply chain, particularly in the AI sector where it is currently lagging behind other tech giants [1] Shipment Forecasts - Foldable iPhone shipments are projected to be 8-10 million units in 2026, up from the previous estimate of 6-8 million units [1] - For 2027, foldable iPhone shipments are expected to reach 20-25 million units, an increase from the earlier forecast of 10-15 million units [1] - The foldable iPad is estimated to have shipments of approximately 500,000 to 1 million units in 2028 [1] Product Innovations - The Vision Air headset is set to launch in 2027, addressing issues of weight and high pricing associated with the Vision Pro [1] - The Vision Air is expected to be over 40% lighter and more than 50% cheaper than its predecessor [1] - Apple aims to enhance its hardware offerings to stimulate growth and catch up in the AI domain [1]