Counterpoint Research forecasts Apple (AAPL.O) will sell about 6 million iPhone
Duo units in 2026, the first external forecast for Apple’s first foldable.
Counterpoint senior analyst Ivan Lam said that level aligns with the current
niche foldable market rather than Apple’s typical smartphone volumes; final
sales will depend on how quickly Apple can ramp production. IDC expects foldable
shipments to rise 13% to 22.9 million units in 2026 driven by the iPhone Duo,
and said the segment could have declined this year without Apple’s entry.