Apple’s New Foldable iPhone Faces Size and Timing Concerns, Analysts Say

Apple’s first foldable phone, the iPhone Duo, is drawing skepticism from analysts over its size and one handed usability. The device features a passport style design with a 5.4-inch external display that expands to a 7.6-inch screen when opened, ideal for media consumption and multitasking but potentially challenging for users accustomed to operating their phones with one hand.

Analysts Warn of a Possible Redesign Next Year

A Jefferies analyst noted that supply chain checks suggest Apple may introduce a second-generation foldable in a more standard size next year, potentially at an even higher price point, which could make the current Duo model a one time offering. That possibility may lead some consumers to wait rather than purchase the current version, priced starting at $1,999 with higher end configurations reaching over $3,000.

Industry Voices Question Broader Market Impact

New Apple CEO John Ternus unveiled the Duo during the company’s signature annual product event, but some industry executives don’t see it as a transformative moment for the smartphone market.

AT&T’s chief executive noted that foldable devices have existed in the Android ecosystem for years without achieving widespread mainstream adoption, suggesting the format tends to appeal to a specific niche rather than driving broad consumer demand. Apple shares saw modest movement following the announcement, closing slightly lower before rebounding in early trading the next day.