A few hundred units per day would mean supply is toast at launch. Scalpers will feast.

I'll believe the foldable when I can pre-order it. Until then it's vaporware with nice CAD renders.

Production ramp issues would explain why it might miss the September event.

6 million units for a first-gen foldable at Apple prices? Ambitious but not impossible if the crease is actually good.

I'm less interested in the headline and more in what it means for pricing next week.

Status product at that ASP. Services attach rate will be what Cook actually cares about.

about time

Tim Cook shaping the Ultra pricing tracks — he's always been the margin guy.

I'd rather they fix Pro Max battery life than chase foldables, but marketing wants a hero.

Classic Apple — leak enough to keep the rumor cycle alive, then underdeliver on the actual announcement. Or overdeliver. Who knows.

Market share of foldables is still tiny overall. 25% of a niche is still a niche.

Take the unit numbers with a grain of salt until earnings, but directionally it fits.

If yields are that low, soft launch in limited markets first. Apple's done that before.

waiting for Gurman to confirm

At that price they're selling to enthusiasts and status buyers, not mainstream.

finally

25% share assumes Samsung doesn't cut prices aggressively. They will.

I'm team wait-and-see. Foldables still feel like a party trick until the hinge lasts 5 years.

Going to wait for more details before getting hyped. These reports flip-flop every other day.

Anyone else notice every foldable rumor lands the week before an event?