#苹果发布首款折叠屏手机
‼️Apple has finally made a foldable screen, but the real winner may not be Apple
iPhone Duo is officially released, starting at $1,999, with a 7.6-inch inner display and a 5.4-inch outer display, going on sale on October 23.
This time, Apple is here to reprice the entire foldable phone market.
In the past, people complained that foldables were expensive, thick, and fragile. Apple simply set the price close to $2,000 and told you: this is an iPhone.$AAPLB
It doesn’t even need to become the number one in foldable technology. As long as it turns the “foldable iPhone” into something high-end users are willing to buy, the ceiling for the entire category gets raised.
Samsung, Huawei, and Xiaomi have spent so many years educating the market, and now Apple is coming in to harvest.
So what I care more about is not how many iPhone Duo units can be sold, but whether Apple, once it makes foldables mainstream, will trigger a second round of growth for the premium supply chain.
That may be the real tradable opportunity in this launch event.
Apple is a few years late, but the capital market usually prefers the one who arrives last yet changes the rules of the game.
#Apple #AAPL #iPhone
‼️Apple has finally made a foldable screen, but the real winner may not be Apple
iPhone Duo is officially released, starting at $1,999, with a 7.6-inch inner display and a 5.4-inch outer display, going on sale on October 23.
This time, Apple is here to reprice the entire foldable phone market.
In the past, people complained that foldables were expensive, thick, and fragile. Apple simply set the price close to $2,000 and told you: this is an iPhone.$AAPLB
It doesn’t even need to become the number one in foldable technology. As long as it turns the “foldable iPhone” into something high-end users are willing to buy, the ceiling for the entire category gets raised.
Samsung, Huawei, and Xiaomi have spent so many years educating the market, and now Apple is coming in to harvest.
So what I care more about is not how many iPhone Duo units can be sold, but whether Apple, once it makes foldables mainstream, will trigger a second round of growth for the premium supply chain.
That may be the real tradable opportunity in this launch event.
Apple is a few years late, but the capital market usually prefers the one who arrives last yet changes the rules of the game.
#Apple #AAPL #iPhone
