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Apple could sell roughly 6 million iPhone Duo foldables in 2026, according to an estimate MacDailyNews attributed to Counterpoint Research senior analyst Ivan Lam. It is a forecast reported by a secondary outlet—not a confirmed Apple sales figure, and the available Counterpoint pages do not independently confirm the six-million estimate.

What the six-million estimate does—and does not—tell us

MacDailyNews reported the estimate on October 1, 2026, saying Apple was on track to sell roughly 6 million units during the year. The report attributes the figure to Counterpoint Research senior analyst Ivan Lam, but does not provide a verbatim statement from Lam about the estimate.

The accessible Counterpoint coverage discusses the iPhone Duo and its launch, but does not publish the six-million figure or explain how it was calculated. The available sources also do not establish whether “sell” means units shipped by Apple, sold into retail channels, or purchased by consumers. Treat the number as an attributed forecast, not a measured result or a verified Counterpoint forecast.

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Could supply limit early sales?

In a September 10, 2026 pricing analysis, Counterpoint said early iPhone Duo sales would “almost certainly be constrained by limited supply rather than limited demand.” That is the firm’s expectation, not a post-launch measurement. Counterpoint said the phone would initially be available in 28 markets.

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If supply does constrain availability, early sales could reflect how many devices Apple can make and distribute as much as how many customers want to buy one. The available sources do not quantify the supply limit or show how it might affect the roughly six-million forecast.

What is the iPhone Duo?

Counterpoint describes the iPhone Duo as Apple’s first foldable smartphone: a book-style device that opens to a larger screen. Its launch analysis lists these specifications and launch details:

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Detail Counterpoint’s reported information
Inner display 7.6-inch Super Retina XDR
Outer display 5.4 inches
Main camera 48MP Fusion
U.S. starting price $1,999
Preorders Scheduled to begin October 16, 2026
Availability Scheduled to begin October 23, 2026

Counterpoint also describes software features designed for the folding form factor. The cited U.S. price and launch dates come from its launch analysis; regional prices and availability may differ. Because the dates are near, check Apple’s current launch status and local pricing before relying on them.

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How big is the foldable-phone market?

Counterpoint says nearly 20 million foldable smartphones shipped in 2025, accounting for less than 2% of all smartphone shipments. Those figures describe the category, not iPhone Duo sales. They provide context for the market Apple is entering, but cannot verify or predict the Duo’s individual sales.

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