Timm Schulze-Melander on foldable iPhone: ‘Match made in heaven for Apple’
Speakers
Timm Schulze-Melander
— Head of Technology Hardware and Semi Research, Rothschild & Co. Redburn
Vahan Janjigian
— Greenwich Wealth Management
Kelly Evans
— Anchor, The Exchange (CNBC)
Summary
Timm Schulze-Melander of Rothschild & Co. Redburn discusses Apple's expected foldable iPhone. He argues the iPhone Ultra launch next month is bullish for Apple, citing Apple's strong record entering new markets, ultra-premium pricing, and brand/design fit. He expects ASP and volume uplift with limited cannibalization of existing iPhone/tablet form factors, while noting foldable demand varies by region.
- Guest expects Apple to launch a foldable iPhone Ultra next month.
- He calls the foldable iPhone a match made in heaven for Apple.
- Apple's track record entering new markets and accelerating category growth is cited as a positive factor.
- Foldables are an ultra-premium segment priced about 80% above high-end handsets.
- He expects ASP and volume uplift with little meaningful cannibalization.
- Foldable demand is strong in China and parts of developed markets, but not universal.
- Host is personally skeptical about the foldable design's crease and clunky feel.
- No specific component suppliers or tickers were named.
Ideas
Apple foldable iPhone launch is bullish.
Apple's expected foldable iPhone Ultra, launching next month, is a positive catalyst because the foldable segment is ultra-premium with prices roughly 80% above high-end handsets, and Apple's track record of entering new markets, brand, styling, design, and consumer positioning make the product likely to be successful. He expects ASP and volume uplift with little meaningful cannibalization of existing slate/tablet form factors.
Up Next
This CNBC video, published August 17, 2026, features Timm Schulze-Melander discussing AAPL. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: Timm Schulze-Melander · Tickers: AAPL