Apple's New Product Cycle Fuels Expectations of Surge in Thai IT and Telecom Stocks
Thai-listed companies involved in Apple product sales are expected to benefit from the tech giant's upcoming new product event on September 9, 2026. The highly anticipated launch is set to take place under the theme 'Surprise and Shine,' with markets keenly eyeing the unveiling of three premium iPhone models.
The highlight of the event is expected to be the iPhone Ultra, Apple's first foldable iPhone, which will reportedly feature a 5.5-inch display when folded and expand to around 7.6 inches when unfolded. The iPhone 18 Pro with a 6.3-inch screen (starting at $1,299) and the iPhone 18 Pro Max with a 6.9-inch screen (starting at $1,399) will also be part of the lineup.
Krungsri Securities sees the event as a positive for smartphone retailers such as COM7, JMART, SPVI, ADVICE, and CPW, as well as mobile operators like True Corporation (SET: TRUE) and Advanced Info Service (SET: ADVANC). The release of new premium models is likely to stimulate consumer demand for upgrades and boost smartphone sales in 4Q26.
The introduction of enhanced artificial intelligence capabilities, improvements in Apple Intelligence, and the latest updates to Siri may further motivate upgrades, especially among premium users. If the new features mark a clear departure from current models, they could accelerate the upgrade cycle and support year-end sales for retailers.