GoKawiilAnalyst: Apple's $100 iPhone 18 Pro hike smaller than expected, iPhone Duo to drive sales
GF Securities analyst Jeff Pu says Apple's $100 price increase on iPhone 18 Pro models was less than the $200-250 markets anticipated, while the new $1,999 iPhone Duo landed at the low end of expected pricing. Pu forecasts Apple will ship about 7 million iPhone Duo units by year-end, citing strong early consumer interest in the foldable-style device.
GoKawiil's interpretation of the reporting above, not reported fact.
Pu's note suggests Apple is relying on the Duo's novel form factor to offset weaker enthusiasm for the more incremental iPhone 18 Pro upgrades, which face margin pressure from rising costs. His 'hold' rating and reduced overall build forecast of 76 million iPhones for Q4 2026, down 7% year-over-year, signal tempered expectations for this product cycle despite the Duo's buzz.
- iPhone 18 Pro price hike of $100 came in below the $200-250 range investors feared.
- iPhone Duo priced at $1,999, with Apple expected to ship roughly 7 million units by year-end.
- GF Securities maintains a 'hold' rating on Apple, projecting a 7% drop in total iPhone builds for Q4 2026.
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Published there as: “Report: iPhone price hike ‘better than feared,’ iPhone Duo to drive demand for the cycle”
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