Based on industry checks, Apple (AAPL.US)'s foldable iPhone assembly shipments in 2H are estimated at around 7-8 million units, of which 3Q shipments will only total 500,000 to 1 million units, said Ming-Chi Kuo, a reputable Apple analyst at TF International Securities.

By comparison, iPhone 18 Pro and Pro Max shipments in 3Q are projected at about 20-22 million units. This means the foldable iPhone is highly likely to repeat the situation seen with the iPhone X in 2017, when pre-orders and official sales began later than other models.

He added that the foldable iPhone may not be open for pre-orders and official sales until 4Q. Even with a selling price of about USD2,300-2,500, demand momentum is expected to remain strong at least through the end of this year.

He believed the device could sell out immediately after pre-orders open, with delivery waiting times quickly extending to 4-6 weeks and lasting through December. Resale prices may reach 50-100% above the official retail price.
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AASTOCKS Financial News
Website: www.aastocks.com

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