Kuo: Apple suppliers plan to ship <1M foldable iPhones in Q3 2026, which may push the start of device preorders and sales to Q4, with weeks of delivery delays
My latest industry survey indicates that assembly shipments for the foldable iPhone in 2H26 will be roughly 7-8 million units …
Sources: Apple told suppliers to prepare to produce ~10M foldable iPhones in 2026, up from a forecast of 7M to 8M, and 80M iPhones in total across new models
TAIPEI — Apple is planning an ambitious iPhone launch for the second half of this year and first half of 2027 with at least five …
A study estimates the iPhone's diffusion explains 33%-52% of the decline in US births from 2007 to 2011, with the most pronounced effects among women aged 15-24
Modern smartphones rolled out in 2007, the year that fertility rates began falling. Two studies say that is not a coincidence.
Tim Cook says iPhone sales, which slightly missed Q2 estimates, were held back by supply constraints for advanced chips, as “demand was off the charts”
Apple (AAPL.O) on Thursday reported results that beat Wall Street estimates, with customers showing eagerness to buy a new MacBook model driven …
Tim Cook says iPhone sales, which slightly missed Q2 estimates, were held back by chip supply constraints, as “demand was off the charts”
Apple (AAPL.O) on Thursday reported results that beat Wall Street estimates, with customers showing eagerness to buy a new MacBook model driven …
Sources: Apple tells suppliers it will maintain its current production share in India rather than expand, after local sites struggled without China-based teams
PALO ALTO, California/TAIPEI — Apple's incoming CEO has a China problem: On the one hand, the iPhone giant is finally seeing sales rebound …
China's smartphone shipments declined 4% YoY in Q1 amid memory shortages; Huawei's shipments grew 2% YoY for a 20% market share, iPhone grew 20% for a 19% share
China's smartphone shipments declined 4% YoY in Q1 amid memory shortages; Huawei's shipments grew 2% YoY for a 20% market share, iPhone grew 20% for a 19% share
Ivan is a Senior Research Analyst at Counterpoint Research, based in Hong Kong. He has more than 15 years of experience, with a major focus on mobile and network devices.
A look at Apple's efforts to reshore the US chip supply chain, as the company commits to buying 100M+ chips from TSMC Arizona in 2026, amid US-China tensions
The iPhone maker wants more supply based in U.S., which remains years behind Asia Share Resize 5 Listen (2 min) You may also like Checkbox Embed code copied …
The active smartphone installed base grew 2% YoY globally in 2025; eight OEMs had 200M+ active devices each, and nearly 25% of active smartphones were iPhones
Tarun is a Research Director with Counterpoint Research, based out of Gurgaon (near New Delhi).