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[Jeffrey: Apple will start a new product cycle, and folding screens will become a driver of higher profits] On September 7, Apple’s new CEO John Ternus will officially release the first series of new products after taking office on Wednesday, local time. Jefferies analyst Edison Lee said that Ternus’s debut on Wednesday marks the beginning of a three- to five-year new product cycle. This set of product plans had been finalized long before he took office, with the purpose of reviving consumers' willingness to purchase. "The iPhone market demand has become saturated, and they must focus on new product forms to drive demand for smartphone replacements... They cannot stick to the existing appearance form and expect consumers to be willing to continue to pay higher prices," Lee said. UBS analyst David Vogt predicts that Apple's foldable device sales will reach at least 10 million units in the first year of its launch, roughly equivalent to Samsung's foldable machine sales in the past 12 months. Although this figure is not high compared to Apple's total iPhone shipments of about 250 million units worldwide, it is enough to increase the average selling price of Apple mobile phones. Vogt said: "When you face supply chain pressure, produce more high-priced models and reduce the production of low-priced models." Consistent with the views of many analysts, Vogt expects Apple to raise prices across the entire iPhone product line this week, and this matter may attract as much attention as any cool new hardware.
U.S. stock trends 🕐 2026-09-07 14:34

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