Xiaomi, Oppo, Vivo Cut Smartphone Targets, Apple Reportedly Raises Foldable iPhone Forecast, Apple Securing Components Supply

Today's Above Avalon Daily update includes the following stories: 

• Xiaomi, Oppo, Vivo Cut Smartphone Targets

• Apple Reportedly Raises Foldable iPhone Forecast

• Apple Securing Components Supply

There is continued evidence of major dislocation unfolding in the smartphone market. We will dedicate today’s update to the topic, and Apple’s response to smartphone industry changes. The update begins with Xiaomi, Oppo, and Vivo reportedly cutting smartphone shipment targets for 2026. The discussion then turns to Apple’s foldable iPhone forecasts. We conclude with an observation regarding Apple navigating consumer electronics components bottlenecks driven by AI mania.

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