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Apple plans major iPhone redesigns, foldable and curved screens upcoming, how will this affect Apple's stock long-term?

8/26/2025 02:17am

``` The deep research logic is organized as follows: Okay, let's tackle this question about Apple's upcoming iPhone redesigns and how they might affect the stock long-term. The user is interested in the NAS Composite Index, so they're probably looking at broader market trends and how Apple fits into that. First, I need to go through all the references provided to gather the relevant information. From the references, Apple is planning a three-year redesign plan starting with the iPhone 17 Air in 2025, a foldable iPhone in 2026, and a curved-glass iPhone for the 20th anniversary in 2027. The foldable iPhone is expected to be priced around $1,999 and could generate significant revenue. Analysts like Wamsi Mohan from BofA are projecting modest shipment growth for the iPhone 17 series but are optimistic about the long-term impact of the foldable and curved models. I should consider the competitive landscape. Samsung has been leading the foldable market, but Apple's entry could mainstream the segment. The curved-glass design might bring back the "wow" factor that Apple hasn't had since the iPhone 10th anniversary. Also, the shift to in-house modems and AI integration could enhance the ecosystem, making Apple's products more appealing. The user's profile mentions a focus on the NAS Composite Index, so I should tie Apple's potential stock performance to broader market trends. If Apple successfully innovates, it could lead the tech sector, which is a major component of the NAS. However, there are risks like production costs for foldables and competition from Samsung and Google. I need to structure the answer with a clear conclusion first, then break down the analysis into sections like competitive positioning, ecosystem integration, financial implications, and risks. Using tables to present data from the references will make it more digestible. Also, include the visualization for the "Query" from the references as specified. Make sure to cite all relevant references properly and avoid any unsupported claims. The language should be professional but engaging, fitting the user's interest in data-driven analysis. Highlight how these product launches could affect Apple's stock in the long term, considering market adoption, revenue potential, and ecosystem synergies. ``` ### 🌟 **Conclusion** Apple’s upcoming iPhone redesigns—featuring a foldable model in 2026 and a curved-glass design in 2027—present a **high-potential opportunity** for long-term stock growth. These innovations align with Apple’s ecosystem strategy, leveraging software (iOS) and hardware synergies to dominate premium markets. However, risks like production costs and competition from Samsung and Google must be managed. **Long-term upside** hinges on successful market adoption and ecosystem integration. --- ### 📊 **Analysis** #### 1. **Competitive Positioning** Apple’s entry into foldables and curved-glass designs positions it to **lead premium smartphone innovation**. The foldable iPhone (2026) is expected to generate **$65B in revenue by 2029** , while the curved-glass iPhone (2027) could reignite the “wow” factor seen with the iPhone 10th anniversary . | **Product** | **Key Features** | **Market Impact** | |-----------------------|-----------------------------------------------------------------------------------|-----------------------------------------------------------------------------------| | Foldable iPhone (2026) | 7.8-inch inner display, crease-free design, $1,999 price | Targets premium users, potential 10-15M units in 2027 | | Curved-Glass iPhone (2027) | Liquid Glass design, 20th-anniversary celebration | Breaks flat-edged design, aligns with iOS 26 interface | #### 2. **Ecosystem Integration** Apple’s strategy focuses on **hardware-software synergy**. The foldable iPhone will integrate Apple’s C2 modem and Siri upgrades , while the curved-glass model will pair with Liquid Glass displays . This ecosystem play ensures **lock-in for services** (e.g., Apple TV+, iCloud) and **AI-driven differentiation** . | **Ecosystem Component** | **Integration** | **Revenue Synergy** | |--------------------------|---------------------------------------------------------------------------------|-----------------------------------------------------------------------------------| | AI (Siri, Gemini) | Foldable iPhone may use Google’s Gemini AI | Enhances productivity, boosts service adoption | | Modems | C2 modem for foldables, in-house tech | Reduces reliance on Qualcomm, improves margins | #### 3. **Financial Implications** Analysts project **1-2% YoY iPhone shipment growth** in FY26 , but foldables could add **high-margin revenue**. The foldable iPhone’s BOM (~$759) and MSRP (~$1,999) suggest **58-64% gross margins** . | **Metric** | **FY26 Projections** | **FY29 Projections** | |--------------------------|-----------------------------------------------------------------------------------|-----------------------------------------------------------------------------------| | Foldable Shipments | 10-15M units | 45M units | | Revenue | $20B+ | $65B+ | #### 4. **Risks & Challenges** - **Competition**: Samsung leads foldables with 56% market share . - **Production Costs**: Foldable production complexity could delay mass adoption . - **Consumer Adoption**: High prices (~$2,000) may limit uptake . --- ### 📊 **Conclusion** Apple’s redesigns position it to **dominate premium smartphone markets** and drive long-term stock growth. Success hinges on **execution** (e.g., foldable production) and **differentiation** (e.g., ecosystem integration). For NAS Composite Index investors, Apple’s innovation could **bolster tech sector leadership**, aligning with broader market trends. Query |code|stock code|stock name|Last Price|Last Change|Theme|Inclusion Reason|market_code| |---|---|---|---|---|---|---|---| |CANG|CANG.N|Cango|4.995|1.938776|||169| |CAN|CAN.O|Canaan|0.7615|1.222916|||185| |RIOT|RIOT.O|Riot Platforms|13.2158|0.03177|||186| |BTCM|BTCM.N|BIT Mining|3.1298|-0.32484100000000005|||169| |HUT|HUT.O|Hut 8|23.16|-0.8985879999999999|||185| |BTDR|BTDR.O|Bitdeer|13.165|-1.385768|||186| |BTBT|BTBT.O|Bit Digital|2.835|-1.5625|||186| |BTOG|BTOG.O|Bit Origin|0.4783|-1.685509|||186| |FLD|FLD.O|Fold Holdings|3.65|-2.925532|||186| |CLSK|CLSK.O|CleanSpark|9.475|-3.4623220000000003|||186|