Analysts debate whether Apple's year hinges on the iPhone Duo

Bloomberg Opinion argues Wall Street sees Apple's first foldable, the iPhone Duo, as the make-or-break product of the year: preorders start October 16, sales October 23, priced at $1,999. Counterpoint puts 2026 Duo shipments at about 6 million units, while demand for the iPhone 18 Pro is described as flat.

• iPhone Duo: $1,999, preorders October 16, on sale October 23
• Counterpoint: about 6 million Duo units shipped in 2026
• iPhone 18 Pro demand described as flat versus last year
• MacDailyNews: the constraint is production, not a lack of buyers