多家分析机构预测苹果首款折叠屏手机iPhone Duo将于今年推出1。市场分析机构对其销售前景持乐观态度，但也提示了潜在的挑战。
IDC预计苹果今年将出货700万部iPhone Duo1，而Counterpoint Research则估计初期约有600万潜在买家1，初期需求明显超过供应。IDC进一步预测，明年iPhone Duo出货量将增长70%，可能占全球折叠屏市场约40%的份额1。长期来看，IDC预计到2030年折叠屏手机收入占比将升至10%，出货量占比约3%1。
摩根大通认为iPhone 18周期的增长将更多来自价格与产品组合的优化1，暗示更高的定价策略可能拉动整体收入。然而，TechInsights对此持保留态度，指出高价格可能形成"价格越高、换机越慢、需求越弱"的循环，从而延缓消费者的换机周期1。
Multiple analyst firms have forecast that Apple's inaugural foldable iPhone, termed iPhone Duo, will launch this year with demand significantly outpacing supply in its early stages.1 Counterpoint Research estimates approximately 6 million potential buyers are interested in the device during its initial phase.1
IDC projects Apple will ship between 6 and 7 million units of the iPhone Duo in its launch year, with shipments expected to grow 70% in the following year and potentially capture around 40% of the global foldable smartphone market.1 Looking further ahead, IDC anticipates that by 2030, foldable smartphones will account for roughly 10% of total smartphone revenue but only approximately 3% of unit shipments.1 JPMorgan Chase believes the higher average selling price of the iPhone Duo will contribute substantially to iPhone revenue growth during the iPhone 18 product cycle.1 However, TechInsights cautions that the premium pricing strategy may create a counterproductive cycle, where elevated prices discourage consumers from upgrading their devices, ultimately dampening demand.1
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