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Apple working on test production of foldable iPhone: report (AAPL:NASDAQ)
Seeking Alpha· 2025-09-18 11:42
Apple (NASDAQ:AAPL) is looking into test production of the widely speculated foldable iPhone: in Taiwan, having held talks with various suppliers, Nikkei Asia reported. If the tests go well, the tech giant and its manufacturing partners could begin mass production of ...
Apple Stock Faces Pressure From Declining iPhone Revenue: Could Company's First Foldable Smartphone In 2026 Reverse Course?
Benzinga· 2025-03-17 21:48
Core Viewpoint - Apple Inc is reportedly set to launch its first foldable devices, including a foldable iPhone, as early as 2026, which could help the company recover from declining iPhone sales [1][2][3]. Group 1: Product Development - Apple is working on two new foldable devices, with at least one expected to enter mass production in the second half of 2026 [3]. - The foldable iPhone is projected to cost $2,000 or more, according to analysts [3]. - In addition to the foldable iPhone, Apple is developing a foldable device with an 18-inch screen, likely a new Mac or iPad [4]. Group 2: Market Context - Apple's iPhone revenue fell from $69.7 billion to $69.1 billion year-over-year, indicating a need for new growth avenues [1]. - The smartphone market is expected to recover in 2026, coinciding with the launch of Apple's foldable devices [3]. - Competitors like Samsung, Google, and Motorola have already released foldable phones, positioning Apple to test demand in this emerging segment [6][7]. Group 3: Consumer Sentiment - There are concerns about whether consumers are willing to pay a premium for foldable technology, especially after the rollout of Apple Intelligence AI features on the iPhone 16 did not meet user expectations [5]. - The foldable smartphone segment currently represents a small percentage of the overall market, but Apple's entry could significantly influence consumer preferences [7]. Group 4: Stock Performance - Apple stock closed at $214, up 0.24%, with a year-to-date decline of 12.2% and a 23.2% increase over the last year [8].