Longtime Apple analyst who has attended Apple events since 2001; leads research on consumer technology markets and supply chains.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Apple's entry will double the foldable smartphone market from a tiny base, but foldables will remain a small percentage of iPhone sales; complex hinge and dual-layer glass manufacturing will limit first-year production to 15-20M units and keep the product supply-constrained.