JAKARTA - Analysts warn that Apple's upcoming iPhone Fold may be priced too expensive to meet market expectations, where Jefferies is lowering the company's stock rating. While skeptics fear overhypes could harm Apple, others remain confident that the Cupertino-based tech giant will once again surpass expectations.
According to rumors, Apple is scheduled to launch an iPhone Fold in 2026, but is our expectations too high? It's natural that many are enthusiastic and hype to see how Apple makes foldable phones. However, not everyone feels the same way. According to brokerage firm Jefferies, they have lowered Apple's stock rating to a Unperform' from OLD because expectation is excessive on the iPhone 18 Fold.
The foldable iPhone, which is expected to arrive in 2026 as part of the iPhone 18, is expected to be priced at between $ 2,000 and 2,500. That's a very expensive price, even for Apple fans who are used to Apple's taxes'.
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Jefferies analyst Edison Lee warned that consumer demand in the price range may not be in line with market optimistic projections. Especially because Samsung already has folding devices on the market at a similar or even lower price.
At a price of 2,000 US dollars or more, Apple's folding iPhone risks becoming a luxury niche product rather than a mass device. The analyst also believes that the market has included unrealistic expectations of the success of the foldable device. In addition, if demand is less than expected, the stock could plummet. Lee warned of a potential drop of up to 20% or more if the iPhone Fold does not meet high expectations from customers.
It's true that many of us are hype to see the iPhone Fold. After all, Apple took a long time to bring this device to market. Samsung was basically given a "free card" to dominate the market, and they have done so. We also see a lot of competitors from OEM China, such as Huawei, Honor, Vivo, and Oppo, just to mention a few. Even Google threw their hats into the arena in a foldable Pixel.
However, while we can understand Jefferies' suggestion to remain vigilant, there are others who are optimistic. Jim Cramer has told investors to ignore the decline in ratings from Jefferies. He pointed to strong demand for today's iPhone models and Apple's innovation track record both on hardware and software. Cramer's argument is that Apple consistently proves the skeptics wrong, and betting against the company historically is a detrimental strategy.
However, only time will tell whether Apple's foldable iPhone is a huge success or a expensive failure. Meanwhile, Samsung may have confirmed the launch of the device for 2026. The company is expected to provide the flexible screen needed for Apple. We also hear reports that the design could look like two coupled iPhone Air.
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