Morgan Stanley: Apple Foldable iPhone Could Bring $14B in Q4
Morgan Stanley projects Apple's first foldable iPhone will generate $14 billion in December-quarter revenue, calling it the biggest iPhone launch since the iPhone X.
Morgan Stanley is projecting that Apple's debut foldable iPhone could generate approximately $14 billion in revenue during the December quarter alone, positioning the highly anticipated device as a potential blockbuster launch for the Cupertino tech giant. Analyst Erik Woodring made the estimate ahead of Apple's September event, framing the foldable as the most significant hardware milestone the company has reached in years.
Woodring described the foldable iPhone as "the biggest iPhone form-factor change since iPhone X," a device that itself redefined Apple's smartphone lineup when it debuted in 2017 with its edge-to-edge OLED display and Face ID technology. The comparison signals that Morgan Stanley views the foldable not as a niche product but as a mainstream category-defining move for Apple.
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The $14 billion revenue projection underscores the enormous commercial stakes riding on the launch. If realized, that figure would represent a substantial contribution to Apple's holiday quarter, historically the company's strongest sales period of the fiscal year. Analysts and investors will be watching closely to see whether consumer demand matches Wall Street's early enthusiasm.
Apple has long resisted entering the foldable smartphone market while rivals including Samsung have iterated through multiple generations of folding devices. A successful foldable launch could allow Apple to leapfrog competitors by applying its signature polish and ecosystem integration to a form factor that has struggled to achieve mainstream adoption elsewhere.
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