iPhone Duo Sales To Hit 7M in 2026, Predicts IDC Sr. Director

Channel: Bloomberg Television

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Language: English (creator captions)

[0:00] You look at what Apple was able to report in the iPhone knowing, how the duo

[0:03] is, not fully reflected. It's now just coming online. Your first reaction, please.

[0:09] Ah, yes. Thank you for having me. So, you mean, my first reaction is that I'm

[0:13] I'm not surprised that Apple did really well, again, beating analyst estimates, especially where... Regarding the

[0:18] iPhone. Our own shipment data shows that, you know, per IDC's preliminary results that the iPhone

[0:26] outperformed the market. Right? So smartphone market overall has been really suffering from the crunch. We

[0:30] saw about a 21, which is a historical highest drop ever in the smartphone market in

[0:35] calendar q three, but Apple only declined by single... Like, low single digits, so minus 4%.

[0:42] So, again, you know, that was... The other element that is important to note is that

[0:45] this is only reflecting a quarter where instead of three typical launches, Apple released only two,

[0:52] right, with the pro and pro max and moved the base model to the spring. So

[0:55] that is another element that is... Shows that despite

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