Oppenheimer maintained Apple's “same rating as the market” after Apple's new product launch. The agency pointed out that Apple is now launching the iPhone Duo, the first folding screen phone with a price of 1999 US dollars, as well as the iPhone 18 Pro and Pro Max with starting prices of 1199 US dollars and 1,299 US dollars, respectively. The latter two models are 100 US dollars higher than the previous generation. Oppenheimer analyst Martin Yang predicts that the iPhone Duo is expected to be the most successful folding screen phone on the market, but due to production capacity and yield restrictions, the supply may only be 8 million to 10 million units this year. The agency is also following the progress of Apple Intelligence and believes that Apple continues to emphasize the privacy protection of AI functions, but Siri AI is currently still in the testing stage, which only supports English, and has not yet been launched in the European Union. In terms of hardware, Apple also uses self-developed C2 modems in the iPhone 18 Pro, Pro Max, and Duo in most markets. Oppenheimer believes Apple supply chain companies such as CEVA, Corning, and Universal Display will directly benefit as Duo uses more Ceramic Shield materials and increases display area.

Zhitongcaijing · 1d ago
Oppenheimer maintained Apple's “same rating as the market” after Apple's new product launch. The agency pointed out that Apple is now launching the iPhone Duo, the first folding screen phone with a price of 1999 US dollars, as well as the iPhone 18 Pro and Pro Max with starting prices of 1199 US dollars and 1,299 US dollars, respectively. The latter two models are 100 US dollars higher than the previous generation. Oppenheimer analyst Martin Yang predicts that the iPhone Duo is expected to be the most successful folding screen phone on the market, but due to production capacity and yield restrictions, the supply may only be 8 million to 10 million units this year. The agency is also following the progress of Apple Intelligence and believes that Apple continues to emphasize the privacy protection of AI functions, but Siri AI is currently still in the testing stage, which only supports English, and has not yet been launched in the European Union. In terms of hardware, Apple also uses self-developed C2 modems in the iPhone 18 Pro, Pro Max, and Duo in most markets. Oppenheimer believes Apple supply chain companies such as CEVA, Corning, and Universal Display will directly benefit as Duo uses more Ceramic Shield materials and increases display area.