Report: iPhone price hike ‘better than feared,’ iPhone Duo to drive demand for the cycle
Pu sees iPhone 18 Pro uncertainty, iPhone Duo upside According to GF Securities’ Jeff Pu, Apple’s $100 price hike for the new iPhone 18 Pro models came in below market expectations, which had pegged it at the $200–250 range. From the analyst note: For 2H26, we expect the iPhone 18 family to be supported by iPhone Duo (~7m units), while we see uncertainty around demand for iPhone 18 Pro/Pro Max and the impact on margin. Finally, Pu shared GF Securities’ iPhone build forecast for the fourth quarter of 2026, which calls for 57 million iPhone 18-series units and 76 million iPhones overall, down 7% from the year-ago quarter: Do you agree with Pu’s analysis?
- ▪Pu sees iPhone 18 Pro uncertainty, iPhone Duo upside According to GF Securities’ Jeff Pu, Apple’s $100 price hike for the new iPhone 18 Pro models came in below market expectations, which had pegged it at the $200–250 range.
- ▪From the analyst note: For 2H26, we expect the iPhone 18 family to be supported by iPhone Duo (~7m units), while we see uncertainty around demand for iPhone 18 Pro/Pro Max and the impact on margin.
- ▪Finally, Pu shared GF Securities’ iPhone build forecast for the fourth quarter of 2026, which calls for 57 million iPhone 18-series units and 76 million iPhones overall, down 7% from the year-ago quarter: Do you agree with Pu’s analysis?
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| Publication time | Fri, 11 Sep 2026 22:05:22 +0000 |
| Retrieval time | 2026-09-11T22:08:35.296Z |
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