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A foldable entry could lift ASP and expand addressable market if demand proves strong; success could validate premium segment strategy and pressure rivals, boosting near-term sentiment. Risk remains if demand falters or yields margin compression due to higher component costs.
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Apple has begun selling the iPhone Duo, its foldable device aimed at a new segment. Early reception and pricing will influence Apple’s hardware strategy, supplier costs, and pace of foldable innovation, with the launch potentially signaling a broader push into premium form-factor devices.
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