iPhone Duo: Will Apple's Foldable Flop or Fly?

Apple analysts are keenly observing consumer response to its new iPhone Pro range, released three weeks ago, with particular attention on the upcoming iPhone Duo. The market's interest level is critical for Apple's stock performance in the current year and beyond.

Analysts initially noted subdued consumer interest in the latest iPhone Pro models compared to the previous year. For instance, delivery wait times for the iPhone 18 Pro stood at 14 days globally, down from 18 days for its predecessor. The iPhone 18 Pro Max had an 18-day wait, a decrease from 25 days for the iPhone 17 Pro.

Some analysts suggest that the higher starting price of the iPhone Duo, at $US1999, could limit its sales potential. Despite this, Apple is attempting to mitigate potential sales impacts through increased trade-in values and new payment options, including a leasing program. The company also faces reported manufacturing challenges that could affect the initial supply of the Duo.

While recent data shows an uptick in demand for the Pro models, with delivery times lengthening, it remains unclear if this signals a genuine surge or is influenced by factors like increased inventory or a staggered launch of different iPhone tiers. Despite these uncertainties, consumer inquiries about the iPhone Duo were notably high at a recent store visit, suggesting potential interest.

The ultimate success of the iPhone Duo, with an estimated 10 million units sold in its first year, will be a significant factor in whether Apple's flagship product line is perceived to still have room for growth.