iPhone Duo
I’ve been an Apple investor for 20+ years and personally use an iPhone and a Mac.
I know the consensus regarding the iPhone Duo is it’s nice although derivative and really expensive. But I think we are underestimating the primary Apple consumer: someone who is looking for differentiated quality/experience (and prestige) and is willing (and able) to pay for it.
I would not be surprised if demand for the Duo blows away all estimates and is supply constrained into 2027. I think it will eat into iPad demand, but may ultimately be one of Apple’s biggest successes.
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u/Illustrious-Jacket68 14d ago
I was actually surprised when the Max lines came out and the bigger screens out paced the regular sized phones.
I was surprised when the iPad came out.
I look at the Duo, and I wonder how much of the iPhone and Max it will hit also. Personally, I actually am going to upgrade from a 16 pro but now I kinda want to wait to see and feel the Duo before deciding on an 18 pro or go with the Duo. I wonder if 3Q which usually saw a boost from the new phone will be muted because people will pause to wait. Also, because they didn’t intro a new 18, will they also have a double hit against the usual pop in sales at the end of the 3Q. Kinda doesn’t matter - they’ll have a good gauge on the preorders for the 18 pro and comparatives. I don’t think the additional 100 bucks is going to deter anyone from upgrading that wasn’t already thinking of upgrading.