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Goldman Sachs Bullish on Apple Supply Chain Following Strong iPhone Duo Pre-orders
Electronic Technology · Electronic Components · economic_daily · 2026-10-20
2317
Strong pre-order demand for Apple's first foldable iPhone, the iPhone Duo, has led Goldman Sachs to issue 'Buy' ratings for 11 key Taiwanese supply chain stocks.
What Happened
Pre-order Momentum: Apple’s debut foldable smartphone, the iPhone Duo, has seen exceptional pre-order demand, with shipping dates slipping shortly after launch. Goldman Sachs highlights this strong market reception as a clear indicator of the product's potential to drive significant growth in the foldable segment.
Growth Projections: Goldman Sachs forecasts that iPhone Duo shipments will surge from 13 million units this year to 33 million in 2026. The analyst firm attributes this optimism to the product's unique form factor, the shift in consumer preference toward premium devices, and Apple's resilience against broader economic cycles.
Supply Chain Impact: Goldman Sachs has issued 'Buy' ratings for 11 Taiwanese suppliers, including TSMC, Hon Hai, Largan Precision, and Delta Electronics. These companies are expected to benefit from the high-end hardware requirements and component upgrades associated with the new foldable device.
Competitive Edge: The iPhone Duo’s success is driven by its ultra-thin design, Apple Pencil support, and aggressive pricing strategy. By positioning the device at a lower starting price than Samsung’s equivalent foldable, Apple is effectively targeting a broader demographic while maintaining premium hardware standards.