Apple is expected to mirror the iPhone X's launch cadence back in 2017 for its upcoming foldable iPhone, tentatively called the iPhone Ultra or the iPhone Fold, as per the latest musings of the legendary Apple-centric analyst, Ming-Chi Kuo, who expects subdued sales volume for the foldable in Q3 2026, stretched lead times in the first few months, and a free-for-all bonanza for scalpers. Ming-Chi Kuo expects the foldable iPhone to record sales of just 0.5-1 million units in Q3, lead times of 4-6 weeks, and resale prices 50–100% above the official $2,300-$2,500 price According to Kuo, the upcoming foldable […]

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Apple has given Intel "a once-in-a-generation window to rebuild its foundry," even if the initial order flow is quite tentative in its nature, claims the famous Apple-focused analyst, Ming-Chi Kuo. Around 80 percent of Apple's orders for Intel's 18A-P process reportedly consist of iPhone chips, "mirroring Apple's end-device sales mix" As we noted last week, Apple has now reached a preliminary chip fabrication deal with Intel. While the specifics of this agreement are not known at this time, it is likely to resemble the one between Apple and TSMC, where the former designs custom chips based on ARM's intellectual property, while the […]

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