Foldable Duo Will Make Up 10% of All Apple iPhone Sales, Munster Says

Summary

Gene Munster argues Apple's foldable iPhone Duo is a major catalyst that can reach about 10% of iPhone sales and drive near-term outperformance versus big tech. He sees Apple as best positioned for personalized AI, with the larger foldable screen enabling new agentic apps and future AI-powered devices. Munster also highlights Apple's tightly integrated ecosystem as a durable edge supporting a premium valuation and further upside.

• Apple introduces the foldable iPhone Duo and other product upgrades.
• Munster expects Apple to outperform big tech over the next week.
• The foldable Duo is estimated to reach about 10% of iPhone sales or revenue.
• Higher price point is seen as unlikely to deter many buyers.
• Larger foldable screen is viewed as a new canvas for agentic personalized AI apps.
• Apple's ecosystem integration is framed as a competitive advantage over Samsung.
• Meta is cited as up 7% on agentic AI momentum, but not as a separate call.