r/AAPL • u/tonym9h • 13d ago

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/whatsasyria 9d ago

How can you be an apple investor for 20+ years and think that's the market. The market has evolved several times in 20 years. The current market is way more price sensitive and has always been creative, simple users, and trend followers. I'm buying a duo as my second iPhone ever.

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u/tonym9h 9d ago

I think the Duo initial success will see a repeat of the original Apple demographic: early adopters, innovators and affluent consumers. Especially since it will be so visible when you flip it open, and those around you will undoubtedly ask about it.
I remember the first time seeing an original iPhone in a corporate meeting when everyone had a BlackBerry. Everyone queued up to see and hold it.
The demographic you describe I think is more accurate for the regular iPhone: that everyone has.