Apple will release five new iPhones by 2027. This is news in the same way that Starbucks announcing it will continue selling coffee is news. The company that releases a new iPhone every single year without fail since 2007 has confirmed it will keep doing that thing it always does.
The reports also mention Apple eyeing Chinese-made chips and foldable screens. Retail traders saw "foldable" and immediately started googling whether their Robinhood accounts fold in half when the margin calls hit. They don't.
Five phones over three years breaks down to roughly 1.67 phones per year if you're the kind of person who averages things that shouldn't be averaged. That's fewer than the current pace. Apple is slowing down, which means absolutely nothing because they'll still print money while you argue about whether USB-C was worth the upgrade.
The Chinese supplier angle has people concerned about supply chain diversification. They're worried about the wrong thing. The real risk is not where Apple sources its memory chips. The real risk is that you'll buy all five of these phones and convince yourself each one was a necessary purchase because the camera got 8% better.
Foldable iPhones have been "coming soon" longer than your portfolio has been underwater. The difference is the foldable iPhone might actually arrive someday.
Some analyst will upgrade Apple to Strong Buy based on this report. Another will downgrade it to Neutral because the China exposure creates geopolitical risk. Both will be wrong but only one will get quoted in a Bloomberg article. Neither prediction will matter six months from now when Apple releases whatever the f*ck they were going to release anyway and everyone lines up to buy it regardless of what any report said in 2026.
Your trading strategy should not change based on knowing Apple plans to make phones for three more years, but it will anyway.
Photo by on Unsplash
Leave a Comment