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Bullish outlook on Apple's foldable iPhone demand

Bullish-0.40%

AI Summary

The author presents a bullish thesis on Apple ($AAPL), citing strong supply chain demand, increased production orders, and optimistic shipment forecasts for the upcoming foldable iPhone, positioning it to lead the global foldable market.

Strong demand for the iPhone Duo > Supply chain sources indicate that Apple has asked its suppliers to accelerate production and even increase orders by 30% to meet market demand. > According to estimates from various market research institutions, the initial expectation for iPhone Duo shipments this year was only 6 million units. However, due to surging demand, the shipment volume has now increased to 8 million to 10 million units, with shipments expected to reach 33 million units by 2027. > Estimated that the iPhone Duo is expected to capture about 40% of the global foldable phone market share next year, potentially overtaking Samsung to become the new global foldable phone leader. $AAPL

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