other
Apple's 2025 smartphone generation, including standard and Pro models, succeeding the iPhone 16 as the current mainline iPhone lineup.
No evidence-backed relationships are recorded.
Counterpoint puts Europe's Q2 shipments at a three-year low and China's sales down 8.6%, while Apple added nine points of European share. Component costs are redrawing share, not just margins.
Perspective Coverage
3 publishersReality
Apple put real aperture blades in the Pro and Pro Max and priced them at $1,199 and $1,299. CNET's reviewer loves the camera and still sends most buyers to last year's iPhone 17 at $929.
Reality
Killing the non-Pro model leaves last year's iPhone 17, repriced to $899, as the cheap option until spring, which makes this a decision about which quarter revenue lands in as much as about margin.
Reality
Ten million foldables at about $2,550 is $25.5bn, roughly 4% of industry revenue from 1% of its units, and the base iPhone that led global unit share in the second quarter now waits until spring 2027.
Reality
IDC's own inputs put the foldable iPhone at roughly 1% of units and 4.4% of industry revenue, while the demand it wrote off in one forecast revision exceeds the entire foldable category.
Reality
MacRumors reports Apple will ship only Pro and foldable models in September, with the standard iPhone 18 held to spring 2027. Volume refresh plans need new dates.
Reality