Apple's Foldable iPhone Duo and Chip Supply Chain Hurdles

Apple's (AAPL) new foldable iPhone Duo has made headlines in recent days. The device, unveiled at Apple's event, boasts a higher price point of $1,999. According to TrendForce estimates, global foldable smartphone shipments are projected to reach approximately 20.2 million units in 2026, with the iPhone Duo capturing nearly 25% of the market share.

In related news, Moomoo Insights suggests that Apple may reserve 50%-60% of TSMC's early 2nm capacity for its own production needs. This could have implications for other chipmakers such as Qualcomm, AMD, and NVIDIA, which face wafer-allocation squeezes due to their reliance on CoWoS, HBM, substrates, and power.