- Counterpoint expects Apple to sell around 6 million iPhone Duo units this year, with the $1,999 foldable starting sales on Oct. 23; hitting the target depends on how well Apple ramps production.
- The iPhone 18 Pro family posted a fast start in China, with initial sales 12% above the iPhone 17 Pro's launch, as Apple released the Pro models without a base-model upgrade and steered buyers to higher prices.
- Apple launched Apple Pay in India with Axis Bank as its partner, an initial limited rollout that extends the service to more than 90 markets and deepens ecosystem lock-in.
- AAPL hit an all-time high after the Sept. 9 iPhone launch and then dipped 3.4% this week amid a broader market selloff linked to the U.S.-Iran war.
- Memory cost inflation is the biggest single swing factor for Apple's gross margin: management guided 47% to 48% for the September 2026 quarter and said memory prices are still rising beyond it, while earlier-purchase relief shrinks after September. Each point of gross margin is worth about $4.7 billion a year at Apple's size.
- Apple cannot build as many iPhones, Macs, and iPads as it could sell, and management said those supply limits grow sharply in the September 2026 quarter; revenue growth was guided to 9% to 11%, down from 16% in the June 2026 quarter, with the next report due October 29, 2026.
- Bank of America said Meta's Muse AI agent is where a growing number of iPhone owners express intent first, framing discovery and transaction initiation, not handset sales, as the risk to Apple.
引述
“The risk for Apple is that it can keep every handset sale and still lose discovery, referral, and transaction initiation”
“Rising memory costs matter most.”
“Apple cannot build as many iPhones, Macs, and iPads as it could sell.”