iphone

Apple's Q4 iPhone sales revenue for the fiscal year 2026 was $57.583 billion, while the market expectation was $56.537 billion.

According to a report by Financial Associated Press, Apple Inc. will announce its fourth quarter financial report for the fiscal year 2026, ending in September, after the U.S. stock market closes on Monday. Investors will observe the early sales performance of the iPhone 18 Pro based on this report. At the fall launch event on September 10, Apple officially released the iPhone 18 Pro and iPhone 18 Pro Max, with starting prices of 9,999 yuan and 10,999 yuan, respectively. The two models began pre-orders on September 12 and officially went on sale on September 18.Apple's first foldable phone, the iPhone Duo, will start pre-orders on October 16 and officially go on sale on October 23, so it will not be included in the fourth quarter performance. However, the company may still disclose related demand information in the financial report. The conference call following this financial report will also be the first earnings call for the new CEO John Turnas after succeeding Tim Cook.According to a consensus of analysts compiled by the media, Apple's fourth quarter earnings per share are expected to be $2, with revenue expected to be $113.46 billion; in the same period last year, earnings per share were $1.85, and revenue was $102.46 billion. iPhone sales are expected to be $56.48 billion, a year-on-year increase of 15%; service revenue is expected to exceed $31.58 billion, Mac sales are expected to be $9.69 billion, and revenue from wearables and iPads is expected to be $8.99 billion and $6.83 billion, respectively. Last Friday, Apple regained its position as the world's most valuable company, with a market capitalization of $5.03 trillion, while Nvidia's closing market capitalization was $4.93 trillion.

OnKey founder Yishi posted on platform X to remind users that using older iPhone models as cold wallets for cryptocurrency assets may pose security risks. The checkm8 vulnerability exists in the BootROM of iPhone 4S to iPhone X, and the usbliter8 vulnerability, which was disclosed in June this year, affects iPhone XS, XR, 11 series, and second-generation SE, all involving the device's low-level boot code, which cannot be fixed through iOS system updates. Once an attacker gains physical access to the device, they can execute code via the USB interface before iOS boots, and turning on airplane mode cannot prevent such attacks.Yishi advises that iPhone 11 and earlier models are not recommended for storing mnemonic phrases. Users who have used such devices to save mnemonic phrases should generate a brand new mnemonic phrase in a trusted environment and migrate their assets, rather than just changing the wallet address under the original mnemonic phrase. Additionally, users should promptly update their systems, use more complex device and wallet passwords, avoid charging through public USB interfaces, and be vigilant about potential physical attacks during periods when the device is out of their control for extended periods.Previously, OneKey founder Yishi had posted on platform X suggesting users use iPhones as cold wallets, but only recommended using iPhone 17 or newer models.

The smartphone teardown organization iFixit released a teardown report for Apple's foldable phone iPhone Duo, indicating that screen failures may be related to the hinge. According to Caixin, this model has received a large amount of negative feedback after its launch, with some consumers reporting cracks in the inner screen after just a few days or even hours of use. iFixit stated that many users reported failures that seem to be concentrated near the lower middle part of the right half of the screen.iFixit constructed a 3D model of the hinge by scanning, teardown videos, and studying Apple's patents. One possibility is that the central support rod fails to retract properly when the phone is closed, applying excessive pressure on the screen; another possibility is that the curved guide rail that directs the hinge movement is higher than the surrounding components during the folding process, and if it does not move as expected, it may interfere with the screen. iFixit has not determined the final cause of the failure, but the failure area bears similarities to the internal geometry of the hinge.The report states that the hinge consists of gears, springs, and interconnected metal joints, featuring a teardrop design, and Apple also uses a curved guide rail to control joint movement. iFixit gave the iPhone Duo a repairability score of 5 out of 10, stating that it may be the easiest foldable screen phone to repair. Due to the use of clips instead of relying entirely on adhesives, the frame around the inner screen is removable without damage, and the outer screen is also relatively easy to detach.

According to a report by the Economic Daily, Apple's first foldable device, the iPhone Duo, quickly sold out after its launch on October 23 on the official website and major channels, with all models sold out on the same day. The second wave of shipments is expected to arrive on January 22, 2027. Supply chain sources indicate that Apple has requested its partners to expedite production and increase orders by 30%, with optimism surrounding Hon Hai, TSMC, and New Kinpo Group benefiting from this.The report states that scalper prices once reached NT$100,000, a premium of about 33% over the minimum entry price of NT$74,900. Industry insiders noted that the initial stock was insufficient, affected by assembly yield rates and demand exceeding Apple's expectations. Market research firms originally anticipated a stock volume of only 6 million units this year, which was later revised up to 8 million to 10 million units, with shipments expected to reach 33 million units by 2027, and it is estimated that it could capture about 40% of the global foldable device market next year.Supply chain sources indicate that the complete assembly is exclusively handled by Hon Hai, the core processor chips are manufactured by TSMC, and key bearing components are supplied by a joint venture between Hon Hai and New Kinpo Group, with Amphenol as the second supplier. The industry believes that insufficient production capacity is mainly limited by bearing capacity and the difficulty of complete assembly. The above content is a summary of supply chain and market research estimates and is not an official announcement from Apple.

Zhao Changpeng posted on platform X, stating that many new foldable iPhones may be 'unhinged' by some traders in the crypto trenches, a remark that carries a teasing tone.In the crypto community, some traders engage in frequent operations during on-chain trading, even to the extent of using their phones to the point of 'losing control'.

According to Slow Fog's Yu Xian monitoring, users should promptly update their iPhone and iPad systems and be vigilant about certain installed apps being poisoned by DarkSword.DarkSword mainly targets iPhone cryptocurrency users for pinpoint attacks and coin theft, exploiting iOS-related vulnerabilities to break through the sandbox and steal various passwords and other private data from the Keychain, as well as local wallet private key files, memos, and other private data.

According to Engadget, the UK's Competition and Markets Authority (CMA) has issued a proposal requiring Apple to open access to NFC contactless payment on the iPhone and significantly reduce related fees. The CMA stated that Apple's fees and rules hinder the innovation and development of fintech companies in the UK. Currently, 39% of payments in the UK are made via contactless methods, with Apple Wallet being the most used.Unlike the European Union, no company in the UK has launched a competing wallet product against Apple so far. The CMA proposed that Apple open Wallet access to international mainstream contactless standards, with the CMA setting the fee principles without directly pricing them. Apple has expressed opposition, stating that it should not be required to adopt solutions with weaker privacy and security protections. The consultation will close on November 17.

Fast Technology reported on October 19 that after the pre-sale of Apple's first foldable phone, iPhone Duo, the initial premium market quickly cooled down, and mobile phone merchants who stocked up in advance faced order price reductions. Zhengzhou mobile phone dealer Xu Shan locked in 50 units of the first batch in advance, with a total payment of 999,950 yuan, having paid a deposit of 25,000 yuan to upstream suppliers. The original plan was to resell to peers, earning 2,000 yuan per unit as initially agreed, totaling a profit of 100,000 yuan for 50 units.The intended buyer lowered the purchase price twice overnight. The price of 3,500 yuan quoted on the morning of October 17 was already below Xu Shan's original cost price plus 4,000 yuan; according to the latest quote, selling all of this batch would result in a direct loss of 25,000 yuan. Xu Shan has suspended receiving goods, will not pay the remaining balance, and has split the order to inquire about prices from multiple old customers, looking for new buyers in batches.The resale premium for ordinary purchasing users has also shrunk, with some consumers originally planning to sell at a 6,000 yuan markup, but second-hand buyers only offered a maximum of 3,000 yuan markup. Apple opened the pre-sale for iPhone Duo at 8 PM on October 16, and the in-store inventory for the launch day was sold out, with some online order delivery times postponed to late January next year. Reports quote industry insiders stating that the production ramp-up speed for the new foldable phone exceeded expectations, significantly shortening the market premium window.

According to MacRumors, Apple may intensively release new products over four consecutive Fridays. Citing Bloomberg reporter Mark Gurman, the MacBook Pro with an OLED screen, the 14-inch MacBook Pro equipped with the M6 chip, the iMac, and the iPad mini 8 featuring an OLED screen are expected to be released on November 6, with related devices possibly announced on October 27 or 28.The four release dates are: October 23 for iPhone Duo, October 30 for HomePod mini 2, November 6 for the aforementioned Mac and iPad mini, and November 13 for HomeView smart home hub and the fourth generation Apple TV 4K.

Tech journalist Mark Gurman stated that Apple is launching the iPhone Duo ahead of schedule due to supply shortages, in order to get it to market sooner.It is expected that sufficient supply will not be available until at least November. Apple has not disclosed whether there will be stock available on the first day of sales in physical stores.

Apple's first foldable smartphone, the iPhone Duo, saw its shipping time delayed to December or even later just minutes after pre-orders opened. Strong demand and supply constraints made it difficult to purchase the device priced at $1,999 when it officially launched on October 23. The Apple online store shows that the shipping time for all versions of the iPhone Duo has been postponed.

Apple will launch a series of new products this week, including the foldable iPhone Duo, a touchscreen MacBook, and a new iPad mini. The Tuesday event will showcase smart home products, such as smart doorbells and thermostats.This product launch is crucial for Apple's stock price, as it has remained relatively flat over the past few months.

On October 9, reports indicated that the significant increase in storage chip costs has forced Apple to raise prices and suppress demand. Apple has requested some suppliers to reduce the production of recently released iPhone 18 Pro and iPhone 18 Pro Max components. A journalist verified with an Apple supply chain company, where a representative stated that after Apple provided new shipping guidance, orders for the iPhone 18 Pro decreased, while orders for the iPhone 18 Pro Max increased, resulting in little overall change in order volume.Another supply chain representative mentioned that the rumors are clearly one-sided. Due to strong demand for the iPhone 18 Pro Max, Apple adjusted some iPhone 18 Pro orders to the iPhone 18 Pro Max, with the total not decreasing, which benefits the high-end supply chain for the Pro Max. In September, Apple released the iPhone 18 Pro series, and due to product planning adjustments, the basic model of the iPhone 18 has not yet been launched. The starting prices for the two models released this time are 9,999 yuan and 10,999 yuan, which is an increase compared to the iPhone 17 Pro series.During the initial sales in mid-September, a journalist observed outside the official Apple retail store in Shenzhen that the buyback market for the iPhone 18 Pro was relatively weak, with some scalpers not purchasing, and even the buyback price was lower than the official starting price. Currently, the supply of the iPhone 18 Pro is relatively sufficient, with staff indicating that only the black version of the 512GB model is in stock, while other memory versions have ample supply. The iPhone 18 Pro Max has not yet been made available for purchase offline.

According to Nikkei News, due to weak demand, Apple (AAPL.O) has reduced orders for the iPhone 18 Pro.

Market research firm Counterpoint Research stated that Apple is expected to sell approximately 6 million units of the iPhone Duo this year, marking the first forecast for the market performance of Apple's first foldable device.IDC predicts that driven by the iPhone Duo, the shipment of foldable smartphones will grow by 13% this year, reaching 22.9 million units.

Slow Fog's Yuxian posted on platform X, stating that systems prior to iOS version 27 are being exploited by certain black and gray market groups to steal encrypted wallets from iPhone users.It reminds users to promptly update their iPhone, iPad, Mac, and other devices to the latest version, to be cautious when installing apps from unknown sources, and to be careful when opening unknown links through Safari and in-app browsers.