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Apple's iPhone Duo Pre-orders Surge; Goldman Sachs Names 11 Taiwanese Suppliers as Key Beneficiaries
Electronic Technology · Computer Peripherals · economic_daily · 2026-10-20
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Apple's first foldable smartphone, the iPhone Duo, has seen explosive pre-order demand, prompting Goldman Sachs to reiterate a bullish outlook on 11 Taiwanese supply chain stocks.
What Happened
Strong Pre-order Momentum: Apple's debut foldable device, the iPhone Duo, has experienced overwhelming demand, with delivery dates already pushed into next year and initial stock selling out within minutes on major Chinese e-commerce platforms. Analysts note that this success validates the growing consumer appetite for high-end foldable smartphones and effective product differentiation.
Production and Shipment Outlook: Goldman Sachs maintains its shipment forecasts for the iPhone Duo, projecting 13 million units in 2026 and 33 million in 2027. Under an optimistic scenario, the firm suggests that annual shipments could potentially reach as high as 35 million and 66 million units respectively over the next two years.
Key Supply Chain Beneficiaries: As the iPhone Duo gains traction, Goldman Sachs remains positive on the broader Apple supply chain, specifically highlighting 11 Taiwanese companies, including Foxconn, with 'Buy' ratings. These manufacturers are expected to benefit significantly from the increased demand for advanced components and high-end device assembly.
Competitive Edge and Pricing: The iPhone Duo distinguishes itself through an ultra-thin design, Apple Pencil support, and a competitive starting price of $1,999. By undercutting rival flagship models while offering superior software integration, Apple is well-positioned to capture a larger share of the premium foldable market.