Counterpoint says Apple may sell 6 million iPhone duos in 2026
In short
Counterpoint says Apple may sell 6 million iPhone duos in 2026. The estimate depends on how fast Apple can ramp up production of the new foldable phone, according to senior analyst Ivan Lam.
This matters because it suggests Apple’s foldable move could be small at first, not a big mainstream launch. The exact launch timing and Apple’s own plans were not stated in the available reporting.
What the reporting says
Counterpoint has said Apple could sell 6 million iPhone duos in 2026, according to publisher-supplied summaries on the foldable iPhone outlook. The estimate depends on how quickly Apple ramps up production of the new foldable hardware, senior analyst Ivan Lam said. The reporting does not state a launch date or Apple confirmation, and the sales figure is described as more typical of a niche foldable segment.
Why it matters
Counterpoint’s estimate points to a limited first wave for Apple’s foldable iPhone duos in 2026, based on the pace of production ramp-up. The figure was described as more in line with a niche foldable market than Apple’s usual smartphone volumes. The immediate market implication is uncertainty around how quickly Apple can scale the new hardware, while the timing of any launch remains unstated.