Foldables Aren’t Phablets, Foldable iPhone Revenue Potential, A Foldable iPhone Wild Card
Today's Above Avalon Daily update includes the following stories:
Foldables Aren’t Phablets
Foldable iPhone Revenue Potential
A Foldable iPhone Wild Card
Following last Thursday’s discussion, smartphones and iPhones continue to be on my mind. The iPhone is slated to experience an important September with Apple expected to unveil an all-new iPhone model / form factor. For today’s update, we will set the scene a bit ahead of that September event. We begin by discussing how foldables are not trending like phablets in terms of customer adoption and sales. The update then turns to some foldable iPhone revenue figures and possibilities. We conclude with why Neil thinks a foldable iPhone is a genuine wildcard.
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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.
This update is available for subscribers. To continue reading, click here.
Become an Above Avalon Daily subscriber to read today's stories and receive future stories in a daily email containing 2-3 stories (10-12 stories/week). You can use the payment forms/links below to sign up ($20/month or $200/year). For more information on subscriptions, click here.
An audio version of this update is available to subscribers who have the Podcasts Package (+$10/month or +$100/year) attached to their Above Avalon Daily subscription.