The major investment bank has published a bold forecast for the technology giant. Morgan Stanley analysts have assessed the potential of Apple's first foldable smartphone. The new device could generate approximately fourteen billion dollars in revenue. This income is expected in the final quarter of the current calendar year. Experts called the upcoming launch the most significant event for the company. The previous major success was tied to the original iPhone X. Analyst Erik Woodring shared his views ahead of the important fall event.
The bank expects very high initial demand for the new devices. The supply of foldable smartphones will be strictly limited at launch. The company will produce between seven and eight million units this fall. Over the first product cycle, production volume will reach twenty million units. Morgan Stanley views the launch as an important test of pricing strategy. Experts anticipate the most significant price increases in recent years.
Rising memory costs will directly impact the price tags of Pro models. A substantial increase in NAND and DRAM component costs is already being forecast. Prices for Pro models will rise by more than two hundred dollars. The key upgrade for the iPhone 18 Pro will be a new TSMC manufacturing process. The new two-nanometer process will deliver higher artificial intelligence performance. Neural networks will run directly on the user's mobile device.
Apple is more focused on securing a sufficient supply of critical components. Finding enough buyers is not the primary concern at this point. Limited memory supply could constrain production volumes in the near term. The upcoming event will be far from ordinary for the entire industry. Tim Cook will not headline the presentation for the first time in fifteen years. New CEO John Ternus will take the company on stage. He will unveil the long-awaited foldable smartphone alongside a sweeping price increase.
The base smartphone model will not reach the market before spring. The investment bank also does not expect the iPhone Air to launch anytime soon. Foldable devices open an important new chapter for the technology giant. Investors are closely monitoring preparations for Apple's fall presentation. The success of the new form factor will determine the company's financial results for years to come. The mobile device market is bracing for sweeping and significant change. The technology giant is laying the groundwork for confident revenue growth. The fall presentation will be the most important event for investors worldwide.
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This material is prepared exclusively for informational purposes and does not constitute financial advice or a recommendation.