Morgan Stanley is projecting that Appleās (AAPL) first foldable iPhone will contribute roughly $14 billion in added revenue during the December quarter amid tight early supply and major price increases.
The analysis describes the device as the biggest iPhone form-factor change since the 2017 iPhone X.
Erik Woodring, the head of US technology hardware equity research at the bank, said shipments are expected to begin in October or early November 2026, with 7 million to 8 million units built in the second half of the year and as many as 20 million over the full first product cycle.
Strong early demand is anticipated, yet supply will remain constrained, the report states.
The September 9th product event will also test pricing power, with Pro models rising more than $200 year over year due to higher memory costs and the broadest like-for-like price increases in company history.
A key technical upgrade involves TSMCās 2-nanometer process for improved on-device AI performance.
Other estimates place the foldable modelās price between $2,300 and $2,500.
Woodring maintained an Overweight rating and a $360 price target on the stock, saying that AAPL tends to outperform heading into launch events but bullish momentum dwindles on the day itself. Woodring added that sustained gains will ultimately depend on later estimate revisions.
As of Wednesdayās close, APPL is trading at $324.
Follow us on X, Facebook and Telegram
Don’t Miss a Beat ā Subscribe to get email alerts delivered directly to your inbox
 
Disclaimer: Opinions expressed at The Daily Hodl are not investment advice. Investors should do their due diligence before making any high-risk investments in Bitcoin, cryptocurrency or digital assets. Please be advised that your transfers and trades are at your own risk, and any losses you may incur are your responsibility. The Daily Hodl does not recommend the buying or selling of any assets including cryptocurrencies, nor is The Daily Hodl an investment advisor. Please note that The Daily Hodl participates in affiliate marketing.
Generated Image: Midjourney
The post Morgan Stanley Projecting Foldable iPhone To Add $14,000,000,000 In Apple December Quarter Revenue appeared first on The Daily Hodl.
Ā Morgan Stanley is forecasting that Appleās first foldable iPhone will generate about $14 billion in December-quarter revenue. The bank describes the device as the largest iPhone redesign since the 2017 iPhone X.
The post Morgan Stanley Projecting Foldable iPhone To Add $14,000,000,000 In Apple December Quarter Revenue appeared first on The Daily Hodl.Ā Trading, AAPL, Apple, Morgan Stanley, News, tradingĀ