Apple Will Sell 6 Million iPhone Duos in 2026, Counterpoint Says
THE SO WHAT
A 6 million unit year-one forecast for iPhone Duo says foldables are moving from experiment to a real, if premium, SKU in Apple’s line-up. If you build mobile experiences, treat foldable-optimized UX as a near-term requirement, not a niche edge case.
READ THE SOURCE
MORE FROM THE WIRE
Tech & InnovationSex, money, power — or seeing EU Inc come into force? I put the big questions to Sifted Summit’s moderators
Conference agendas are drifting toward ‘EU Inc’ themes—regulation, industrial policy, and bloc-level power. If Europe is a material market for you, assume policy will be a first-order product constraint, not a compliance afterthought.
Tech & InnovationApple Starts India Payments Service to Take On Google, Paytm
Apple moving directly into India payments is a signal that the device layer wants a bigger slice of transaction flow in high-growth markets. If you’re a fintech or merchant in India, model scenarios where your customer relationship is intermediated by the OS and wallet, not your app.
Tech & Innovation'We've been here for six years. We're aiming to be here for at least another six more' — Blaze Entertainment says it has a four-year-long roadmap for Evercade, and wants 'to do more work with Rare,' and has spoken with Sega, Bandai Namco, and EA
A four-year roadmap around a niche retro platform built on licensing from Rare, Sega, Bandai Namco, and EA shows there’s still room for durable, focused hardware ecosystems. If you’re building in a “small” category, the playbook is clear—own a passionate segment and lock in upstream IP before chasing mass market.
Tech & InnovationCheap smartphones could soon be a thing of the past, as AI boom snaps up chips — more than 230 million devices a year could be gone by the end of the decade
AI demand crowding out low-end memory and chip supply means the floor price for “good enough” phones is likely to rise—your TAM assumptions for emerging markets and hardware-adjacent services may be too optimistic. If your product depends on $100–$200 smartphones at scale, start stress-testing scenarios where the entry point is $50–$100 higher by 2030.