{"id":673324,"date":"2026-09-05T03:51:19","date_gmt":"2026-09-05T03:51:19","guid":{"rendered":"https:\/\/www.europesays.com\/ie\/673324\/"},"modified":"2026-09-05T03:51:19","modified_gmt":"2026-09-05T03:51:19","slug":"apples-new-foldable-iphone-could-cost-2000-citi-says-tsmc-amphenol-among-stocks-to-watch","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ie\/673324\/","title":{"rendered":"Apple\u2019s New Foldable iPhone Could Cost $2,000, Citi Says: TSMC, Amphenol Among Stocks To Watch"},"content":{"rendered":"\n<ul class=\"yf-1jsc1up\">\n<li class=\"yf-1jsc1up\">\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Apple&#8217;s initial foldable iPhone production is reportedly limited to a &#8220;few hundred&#8221; units a day due to strict quality-control requirements.  <\/p>\n<\/li>\n<li class=\"yf-1jsc1up\">\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Taiwan Semiconductor Manufacturing Co. could benefit from sole-supplier status for Apple&#8217;s A20 chip, which is expected to use 2-nanometer technology.  <\/p>\n<\/li>\n<li class=\"yf-1jsc1up\">\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Amphenol, Foxconn and other suppliers could benefit from higher component content and production allocations tied to the iPhone 18 lineup.  <\/p>\n<\/li>\n<\/ul>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Apple (AAPL) shares edged lower in early morning trade on Friday ahead of its iPhone launch event next week on September 9, with Citi expecting the company&#8217;s new foldable iPhone Ultra to cost at least $2,000.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">In a note to investors cited by Investing, Citi Apple analyst Atif Malik said the company is expected to introduce its first foldable iPhone, likely called the iPhone Ultra, with a starting price above $2,000. The iPhone 18 Pro and Pro Max models are also projected to cost about $200 more than their predecessors.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><a href=\"https:\/\/stocktwits.com\/newsletters\" data-ylk=\"slk:See%20what%2010M%2B%20investors%20are%20talking%20about.%20Get%20the%20Stocktwits%20Daily%20Rip%20for%20what%20retail%20is%20watching%20right%20now%2C%20free%20to%20your%20inbox;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;See what 10M+ investors are talking about. Get the Stocktwits Daily Rip for what retail is watching right now, free to your inbox&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">See what 10M+ investors are talking about. Get the Stocktwits Daily Rip for what retail is watching right now, free to your inbox<\/a>  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Apple&#8217;s long-awaited foldable iPhone could face supply constraints early in its launch. Initial production is currently limited to only a &#8220;few hundred&#8221; units a day, mainly because of the company&#8217;s strict quality-control standards, according to a Nikkei Asia\u00a0<a href=\"https:\/\/stocktwits.com\/news-articles\/markets\/equity\/aapl-heads-for-third-weekly-gain-but-foldable-i-phone-is-reportedly-stuck-at-a-few-hundred-units-a-day\/cZswyVBRJwk\" data-ylk=\"slk:report;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;report&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">report<\/a> Friday.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">AAPL stock edged 0.4% lower in pre-market trade, with retail sentiment on Stocktwits around the company trending in &#8216;extremely bearish&#8217; territory over the past day. The shares are up 2.7% so far this week and heading for gains for a third consecutive week.  <\/p>\n<p>    <a href=\"https:\/\/s.yimg.com\/lo\/mysterio\/api\/6845561b2646435adefbd120b84e7b61e9b6f56bab460166d266d068f2dea816\/lightyear_networkapi\/resizefit_w960%3Bquality_80%3Bformat_webp\/https%3A%2F%2Fmedia.zenfs.com%2Fen%2Fstocktwits_383%2F7f8566642c54dc0668bd3c6f538c504a.png\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"><img loading=\"lazy\" decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/ywAAAAAAQABAAACAUwAOw==\" alt=\"koyfin_20260904_073434725.png\" height=\"496\" width=\"960\" class=\"yf-1f8hkhu loader\"\/><\/a> AAPL stock&#8217;s weekly gains over the last three months. | Source: Koyfin           Citi Flags Major Upgrades Across iPhone 18 Lineup          <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Citi expects major upgrades across the iPhone 18 lineup, including the A20 chip, variable-aperture main cameras for the Pro and Pro Max models, and Apple&#8217;s own modems.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">The Ultra model is expected to feature dual front and rear camera systems, an OLED display with an ultra-thin glass cover for the inner foldable screen, and increased component content across its battery, vapor-chamber cooling system and structural components.  <\/p>\n<p>            TSMC, Amphenol Among US Stocks To Watch          <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">The iPhone 18 launch could also create opportunities for Apple&#8217;s supply-chain partners, particularly companies exposed to the new components and foldable design.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Taiwan Semiconductor Manufacturing Co. (TSMC) is expected to benefit from sole-supplier status for Apple&#8217;s A20 chip, which will use TSMC&#8217;s 2-nanometer technology. That could make TSMC (TSM) one of the key semiconductor beneficiaries of the new iPhone cycle.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Meanwhile, Amphenol (APH) is expected to benefit from supplying hinge modules for the foldable iPhone.\u00a0  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">TSM stock gained over 1% in the pre-market trade and\u00a0 APH shares climbed over 1.5%. On Stocktwits, retail sentiment around TSM improved to &#8216;neutral&#8217; from &#8216;bearish&#8217; territory over the past day while sentiment around APH remained in the &#8216;neutral&#8217; zone.  <\/p>\n<p>       Citi Expects 246 Million iPhone Shipments In 2026         <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Citi forecasts 61.8 million iPhone 18 shipments in the second half of 2026 and total iPhone shipments of 246 million units for calendar 2026, representing 1% year-over-year growth.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">For the foldable model, Citi expects a production plan of 7.5 million units in the second half of 2026, followed by another 4 million units in the first quarter of 2027.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">The projections suggest the foldable iPhone could remain a relatively small part of Apple&#8217;s overall unit volumes initially.\u00a0  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><strong>Read also:\u00a0<\/strong><a href=\"https:\/\/stocktwits.com\/news-articles\/markets\/equity\/michael-burry-lulu-jd-baba-stocks-fat-pitch-top-bets\/cZsDcGaRJwp\" data-ylk=\"slk:LULU%2C%20JD%2C%20BABA%20Stocks%3A%20Michael%20Burry%20Names%203%20&#039;Fat%20Pitches&#039;%20After%20Selloff;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;LULU, JD, BABA Stocks: Michael Burry Names 3 &#039;Fat Pitches&#039; After Selloff&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"><strong>LULU, JD, BABA Stocks: Michael Burry Names 3 &#8216;Fat Pitches&#8217; After Selloff<\/strong><\/a>  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">For updates and corrections, email newsroom[at]stocktwits[dot]com.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Prabhjote Gill has no position in any of the stocks mentioned in this article. StockTwits&#8217; news team content is for informational purposes only and is not intended as investment advice. For more, see our <a href=\"https:\/\/stocktwits.com\/about-newsroom\" data-ylk=\"slk:editorial%20policy;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;editorial policy&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">editorial policy<\/a>. This article was originally published on <a href=\"https:\/\/stocktwits.com\/news\/articles\" data-ylk=\"slk:StockTwits;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;StockTwits&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">StockTwits<\/a>.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><strong>Related:<\/strong>  <\/p>\n","protected":false},"excerpt":{"rendered":"Apple&#8217;s initial foldable iPhone production is reportedly limited to a &#8220;few hundred&#8221; units a day due to strict&hellip;\n","protected":false},"author":2,"featured_media":673325,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[257],"tags":[311,33195,284591,18,19,431,200204,17,279,69300,82,18707],"class_list":["post-673324","post","type-post","status-publish","format-standard","has-post-thumbnail","category-mobile","tag-apple","tag-citi","tag-citi-apple","tag-eire","tag-ie","tag-iphone","tag-iphone-ultra","tag-ireland","tag-mobile","tag-taiwan-semiconductor-manufacturing-co","tag-technology","tag-tsmc"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@ie\/117216404222904422","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/673324","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/comments?post=673324"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/673324\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media\/673325"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media?parent=673324"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/categories?post=673324"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/tags?post=673324"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}