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Goldman Sachs Bullish on Apple's iPhone Duo, Names 11 Taiwanese Suppliers
Electronic Technology · Semiconductors · economic_daily · 2026-09-10
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Apple's first foldable iPhone, the iPhone Duo, is expected to see strong demand with shipments potentially reaching 35 million units by 2026, boosting 11 Taiwanese suppliers.
What Happened
Product Innovation and Pricing: Apple has unveiled its first foldable smartphone, the iPhone Duo, which features a compact, ultra-thin design and support for the Apple Pencil. Despite high memory costs, the device is priced competitively at $1,999 to appeal to a broad consumer base and challenge existing foldable market leaders.
Shipment Outlook: Goldman Sachs projects 2026 shipments for the iPhone Duo to reach 14 million units in a base scenario, with an optimistic outlook of up to 35 million units. This forecast significantly exceeds estimates from other market analysts, reflecting high confidence in Apple's entry into the foldable segment.
Supply Chain Impact: The launch is expected to provide a substantial tailwind for Apple's supply chain, with Goldman Sachs highlighting 11 Taiwanese companies, including TSMC, as key beneficiaries. These firms are expected to leverage their manufacturing expertise to support the production of the new device.
Market Dynamics: Global demand for premium foldable devices is rising, as evidenced by the strong average selling prices seen in competitors like Huawei. Apple's entry is expected to accelerate mainstream adoption of foldable technology, leveraging its strong brand loyalty and ecosystem to capture significant market share.