Apple is set to materially expand its Total Addressable Market (TAM) by introducing a new smartphone form factor - that of a foldable - as a part of its iPhone lineup next year. While there are concerns that the iPhone Fold, as it is tentatively known right now, might get delayed to 2027, the expectations around the new form factor have already started to move the needle on analysts' shipment estimates for the iPhones. Apple's Foldable iPhone Is A Likely Contributing Factor To Visible Alpha's Rising Shipment Estimates For iPhones In 2027 And Beyond, As Cited By The Financial Times […]
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