Opportunity🎯 About Huawei
Benzinga
Gene Munster of Deepwater Asset Management argues that Wall Street's iPhone revenue estimates for fiscal 2027 may be 10% too low, citing strong demand for the iPhone 18 Pro and Pro Max. These models, released ahead of the base iPhone 18, are experiencing 15% longer lead times compared to last year, indicating robust consumer interest in premium devices despite price hikes. Munster also projects that Apple's upcoming foldable Duo smartphone could capture 35% of the foldable market in its first year.
Apple's staggered release strategy appears to be driving demand for high-margin models, boosting revenue expectations. However, the foldable Duo will face stiff competition from established players like Samsung and Huawei.
Investment implication: Strong early demand for premium iPhone 18 models suggests potential upside to Apple's revenue forecasts. For you, this trend underscores the importance of monitoring consumer shifts toward higher-priced devices and the competitive dynamics in the foldable smartphone market.