Apple’s first foldable iPhone could contribute about $14 billion in revenue in the December quarter, according to Morgan Stanley, which called next week’s product event the company’s most consequential since the iPhone X.

Analyst Erik Woodring described the device as the biggest iPhone form-factor change since 2017. The bank expects strong early demand, but tight supply, with 7 million to 8 million units built in the second half of 2026 and as many as 20 million over the first product cycle. Shipments are expected to start in October or early November.

Morgan Stanley also framed the launch as a test of Apple’s pricing power. Rising NAND and DRAM costs are expected to push Pro models more than $200 higher year over year. The key upgrade on the iPhone 18 Pro is likely TSMC’s 2-nanometer process, aimed at stronger on-device AI performance. The bank said Apple appears more focused on securing components than finding buyers, though memory supply could still limit near-term production.

The September 9th event will also mark a leadership shift. New CEO John Ternus is expected to introduce the foldable — rumored as iPhone Fold or Ultra — alongside what Morgan Stanley called the broadest like-for-like iPhone price increases in company history. Woodring kept an Overweight rating and a $360 price target, noting Apple stock often outperforms into launch events, but can fade on the day itself. Sustained gains, he said, will depend on later estimate revisions.

Other analysts have put the foldable at roughly $2,300 to $2,500. Independent checks from Ming-Chi Kuo have pointed to similarly constrained early volumes and the possibility of weeks-long wait times.
‎
MacDailyNews Take: We’ll see how supply holds up when pre-orders beign – likely within a minute or two. If you want one of the first foldable iPhones, you’ll need to pre-order within the first minutes!

---

‎
Please help support MacDailyNews — and enjoy subscriber-only articles, comments, chat, and more — by subscribing to our Substack: macdailynews.substack.com. Thank you!

Support MacDailyNews at no extra cost to you by using this link to shop at Amazon.

The post Morgan Stanley: Foldable iPhone could add $14 billion to Apple’s December quarter appeared first on MacDailyNews.

Uma novo estudo da CashNetUSA revelou que a Apple é a segunda Big Tech estadunidense com mais vagas de emprego de nível inicial abertas no LinkedIn, ficando atrás apenas da Tesla.

Mais precisamente, 57,4% das vagas publicadas pela gigante de Cupertino são de baixa senioridade — um ponto percentual a menos que a montadora do bilionário Elon Musk. Fecham o Top 5 a IBM (32,4%), a Intel (20,9%) e a NVIDIA, que aparece com 5,3% — o mesmo número da Uber, com a qual divide a quinta posição.

Isso, no entanto, não quer dizer que entrar para o quadro de funcionários da Apple é fácil — já que, apesar da abundância de vagas de nível inicial (54, para ser mais preciso), ela ainda tem uma relação candidato-vaga de 55:1. Em primeiro lugar no ranking supracitado, a Tesla conta com uma proporção de “apenas” 23,5:1 — a menor entre as Big Techs analisadas no estudo.

Quando consideramos todo o mercado (e não apenas empresas de tecnologia), a Maçã fica na quinta posição entre as empresas mais competitivas dos EUA. Na frente dela, temos a NVIDIA (68,4:1), a IBM (88,4:1), a The Walt Disney Company (164,8:1) e o Morgan Stanley (180,9:1).

Para montar seu estudo, a CashNetUSA analisou, como dito, dados de vagas do LinkedIn referentes a “13 grandes empresas de tecnologia dos EUA reconhecidas mundialmente”. A firma de pesquisa também classificou cada empresa com base no número de candidatos que se inscreveram para cada vaga disponível.

O estudo completo pode ser conferido nessa página.

Elon Musk’s rocket company is spending big and losing money. That has raised questions about whether it can justify its valuation for its blockbuster initial public offering.