GoKawiil
Tech News
Analyst Jeff Pu has lowered his 2026 shipment estimate for Apple's foldable iPhone Duo from 7 million to 6 million units, citing hinge-related production constraints rather than weak demand. Pre-orders for the device, which starts at $1,999, open October 16 with deliveries beginning October 23. By comparison, Pu expects roughly 72 million iPhone 18 Pro and Pro Max units to ship this year.
Analyst Jeff Pu reports that most iPhone 18 Pro models are shipping immediately, with the Pro Max facing delays of at most three to four weeks depending on color and storage configuration. He interprets this as a sign of softer demand compared to prior iPhone launches, based on pre-order availability data.
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.