UBS asserts that Apple’s new patent could boost sales

Russell Kidson
Feb 16, 2023
Apple
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The long-awaited and highly anticipated foldable iPhone from Apple may be closer to reality than previously thought. Recently, the US Patent Office awarded Apple a patent for a display with touch sensors, specifically referring to a foldable electronic device in the patent's abstract. The approval of the patent is seen as a positive indication that Apple is actively developing a foldable iPhone and that it may be closer to release than many had predicted.

UBS asserts that Apple’s new patent could boost sales

However, according to UBS analyst David Vogt, there are currently no signs that the foldable iPhone will be released this year. Nevertheless, Vogt contends that the release of such a groundbreaking product in the future could have a significant impact on iPhone sales worldwide. The release of a foldable iPhone could potentially revolutionize the smartphone market and become a highly sought-after device among consumers.

In a note to investors, Vogt wrote: ‘We believe that a foldable iPhone model could lead to an uptick in consumer purchasing and upgrade rate within the smartphone segment. If a foldable device compresses the upgrade rate for iPhones or attracts 'switchers' from the Android ecosystem, iPhone unit growth could come in above our 238 million estimate in [fiscal 2024] given an installed base of roughly 1.2 billion iPhones and roughly 1.3 billion smartphones shipped a year.’

There have been persistent rumors of a potential foldable iPhone for several years now. In April 2022, FT International analyst Ming-Chi Kuo made a prediction that the foldable smartphone would be made available in 2025, possibly as a hybrid device combining the features of an iPhone and an iPad.

‘I expected Apple to launch a foldable iPhone as soon as 2024 in my reports last year, but now it's clear this prediction needs to be revised. I predict Apple may launch its first foldable product in 2025 at the earliest, which may be a foldable iPad or a hybrid of iPad & iPhone. I think the priority order of sizes of Apple foldable product development is medium, large, & small. Apple is actively testing foldable OLED about 9" (PPI between iPhone & iPad, adoption of TDDI). The test is to verify key technologies and may not be the final product spec.’

During 2021, renowned Apple insider and Bloomberg journalist, Mark Gurman, who is highly regarded for his accurate reporting on Apple's upcoming products, stated that the company would require two to three years to launch its foldable device.

Rivals already offer foldable phones

Apple's competitor, Samsung, has already released two foldable smartphones: the Galaxy Z Fold 4, which features a vertical crease down the center of the display, allowing it to fold like a book, and the Galaxy Z Flip 4, which has a horizontal crease, enabling it to fold like a makeup compact. These devices are marketed as premium products, with the Galaxy Z Flip 4 starting at a price of $999 and the Galaxy Z Fold 4 starting at $1,799.

Introducing foldable variants could potentially boost the Apple's iPhone sales at a time when global phone sales have declined from their pandemic-induced highs. According to IDC's Worldwide Quarterly Mobile Phone Tracker, smartphone shipments fell by 11.2% in 2022, with Apple experiencing a decline of 14.9% in Q4 alone. By introducing a new and innovative device to its product line-up, Apple could gain a competitive edge over its rivals and potentially reinvigorate sales in the smartphone market.

During Q1, which includes the holiday season, Apple's iPhone revenue failed to meet analysts' expectations, reaching $65.7 billion instead of the anticipated $68.3 billion. However, like other tech giants, Apple frequently files for and obtains patents for technologies that may never make it to the market. Therefore, while the company has patented a foldable iPhone, it may not necessarily be a product that it intends to manufacture.

Moreover, despite the Q1 decline in iPhone sales, much of this can be attributed to production issues caused by COVID lockdowns and worker protests in China. As UBS analyst David Vogt notes, a recent survey of 7,000 smartphone users in the U.S., U.K., and China found that a foldable phone was the least important feature sought after by customers in a new handset.

Nevertheless, Apple may still release a foldable phone in the future as the technology becomes more accessible and affordable to consumers. The fact that the company is actively developing a foldable device and has been awarded a patent for its display technology suggests that it remains committed to innovation and staying ahead of the competition.

Apple’s new patent could boost sales

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Comments

  1. John said on August 18, 2023 at 12:06 pm
    Reply

    Really the only thing I dislike about MacOS as a whole is the way Apple updates the OS with huge update file downloads. Actually 700Mb is small compared to some Apple has released which are in the gigabyte size. These large file sizes also translate to long update times as well.

  2. Anonymous said on August 28, 2023 at 1:48 pm
    Reply

    I like Emre, Onur, Shaun and Eray’s articles more, Ashwin and Martin are always complaining about something instead of getting excited and sharing their excitement with the world.

    Ever since I started bookmarking their pages my mood has been so much better, I’m glad to be free of the depressing vibe the two of them have. Damn it feels good to just enjoy life and not look for things to complain like I used to while I were under their influence.

    1. John G. said on September 2, 2023 at 11:31 pm
      Reply

      Personally I really like @Ashwin and @Martin articles both equally. Please respect the authors.

    2. Herman Cost said on September 4, 2023 at 2:37 pm
      Reply

      You realize that none of the authors you like are real people, right? They are AI bots ‘writing’ articles that are basically taken from product advertisements (e.g., “Get Protected the Right Way With Avast Free AntiVirus” Really?) So, yes they are excited, but the excitement comes from advertising copy. No real world negativity from those sources.

      My approach is to use a UBlock Origin filter to block all the articles except those by Martin and Ashwin. It has made the site readable again for me.

      1. Anonymous said on September 5, 2023 at 1:03 pm
        Reply

        I would like to achieve that as well. Mind sharing some UBlock tricks & tips? :)

      2. TelV said on September 5, 2023 at 3:59 pm
        Reply

        @ Anonymous,

        Go to this link from yesterday https://www.ghacks.net/windows-11-update-stuck-fixed-for-good/#comment-4573146 and scroll down to the post by “Anonymous said on September 2, 2023 at 1:33 pm” He (or she) posted instructions on how to skip articles written by users other than Martin and Ashwin.

        You might want to consider changing your name before you post to make it easier for users to identify your comments.

      3. John Wold said on September 5, 2023 at 4:25 pm
        Reply

        @Herman Cost
        You can add this to your rules in uBlock Origin:

        ghacks.net##.hentry,.home-posts,.home-category-post:not(:has-text(/Martin Brinkmann|Ashwin/))

      4. tired said on September 13, 2023 at 3:41 pm
        Reply

        @John World. Than you dude. So much better.

        Why does Martin even allow this garbage to ruin his website. Every single article not written by martin and ashwin reads like sensational clickbait, I don’t care about if I should buy the latest apple product every week, new roblox cock rings that don’t pull your pubic hair, elon musk’s new body spray or whatever bullshit these bots can come up with.

      5. Anonymous said on September 24, 2023 at 7:10 am
        Reply

        I think he means your filters

    3. Anonymous said on September 5, 2023 at 2:52 pm
      Reply

      +I like Emre, Onur, Shaun and Eray’s articles more

      you’ve made my day

  3. TelV said on September 5, 2023 at 3:48 pm
    Reply

    It’s not the EU’s fault that Bing is such a crappy search engine. In any event it’s built into the OS and Microsoft does its best to convince users to adopt it over Google by making it the default search tool. A great Many Windows 11 users are not technically minded and don’t know how to switch to another search engine and just accept their lot.

    In any event I hope the EU Commission doesn’t allow Microsoft to pull the wool over their eyes.

    1. Anonymous said on September 5, 2023 at 11:26 pm
      Reply

      Both Google and Bing are now worthless. Nowadays, Yandex is the only search engine that finds anything I’m looking for.

      1. TelV said on September 20, 2023 at 12:33 pm
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        Try https://sear.be.

        Yandex is Russian and under Putin’s control. Search results you get may not be accurate and possibly manipulated to give you a false sense of security depending on what you’re looking for.

  4. ECJ said on September 5, 2023 at 7:16 pm
    Reply

    Bing is absolutely a gatekeeper. Except for countries such as China and Russia that have their own search engines (Baidu and Yandex), most of the world’s searches relies on just two search engines: Google and Bing.

    Alternative search engines overwhelmingly get their search results from Bing. DuckDuckGo, Ecosia, Qwant, Swisscows, Excite, Lycos, Yahoo, You, etc. all use Bing behind the scenes for their results.

    StartPage originally used the Google search engine for it’s results, but have also started using Bing as well recently.

    Microsoft also use Bing as the default search engine in Windows (such as the Start menu search, Taskbar search, desktop search bar, Edge sidebar, etc.) and use Bing as the default search engine in Edge – which is the default browser on Windows. Windows has greater than 70% desktop market share and is used by more than two billion people.

    Not to mention Microsoft’s anti-consumer efforts when it comes to Bing. They have a history of malicious intent by aggressively trying to trick users who use a different search engine and browser into resetting their default search engine and browser back to Edge and Bing (by displaying unscrupulous popup dialogue boxes and full screen pages prompting the user to change their settings back to the “recommended settings” – which is Edge and Bing).

    1. TelV said on September 20, 2023 at 12:50 pm
      Reply

      @ ECJ,

      Microsoft’s Bing has managed to sidestep the EU’s Digital Markets Act for now arguing that it doesn’t qualify as a gatekeeper: https://www.computerworld.com/article/3705935/eu-lists-gatekeepers-to-be-regulated-opens-imessage-and-bing-investigations.html

      The easiest way to avoid Bing is never to use Edge. It’s not mandatory and you’re free to use which browser you wish. I use Floorp myself which is a Firefox fork with many extra privacy configurations. https://floorp.app/en/download/

  5. ilev said on September 6, 2023 at 8:37 am
    Reply

    “A report claims that Apple is developing an affordable MacBook series”

    Its is time to stop posting Rumors as reports.

    Apple has already a Chrombook killer. It is called : iPad.

  6. John said on September 6, 2023 at 2:47 pm
    Reply

    I can see Apple getting concerned about losing sales to Chrome OS devices. Given that K-12 kids have probably been using Chromebooks and would be familiar with that platform going off to college. I remember when Apple ruled K-12 computer rooms and because they simply out priced the educational sector. Google managed to take a huge bite out of educational market especially with COVID. I never thought iPads worked in a K-12 setting, and mac’s are too expensive. I doubt Apple can really make a MacBook below $500 which would compete with Chromebooks.

    1. bruh said on September 12, 2023 at 5:30 pm
      Reply

      I managed hundreds of ipads for schools when I worked at an MSP – ipads are certainly OK, and boy are they hundreds of times better than Android tablets. Chromebooks suck so much, their market penetration into school system became real when schools received a bunch from government

  7. aibot said on September 7, 2023 at 1:43 am
    Reply

    Apple has always had great diffculty grasping what “low cost” means. I don’t have much faith in them ever generating anything that can compete with a Chromebook, but I’ll buy it if they do. I don’t want a Google OS, Windows is getting painful, and I’m tired of hearing how great Linux is from people who don’t use it.

    I agree with the posters above about the usefulness of using a uBO filter to limit the posts I see on this site to those from Martin and Ashwin.

  8. vector said on September 11, 2023 at 12:01 am
    Reply

    While Apple has patched iOS 16 for this, they haven’t yet indicated if they’re going to for supposedly-still-getting-security-updates iOS 12 (the latest OS option for the millions of still-in-use iPhone 6) and iOS 15 (still in use on millions of iPhone 6s to 8, which can’t be upgraded to 16).

    I hope they do. Long-term support is one area where Apple phones crush Android, and it’s the #2 reason I use them (#1 is because not a privacy nightmare).

    1. vector said on September 13, 2023 at 12:19 am
      Reply

      Apple has now released security updates for iOS 12 and 15 to address this issue. This is how you keep loyal customers.

      1. tinarse said on September 13, 2023 at 7:59 am
        Reply

        Released an update for iOS 15, yes; for iOS 12, no. It’s not clear from reading their release notes if this means iOS 12 is not affected, or if they’re just not bothering.

  9. John said on September 11, 2023 at 1:50 pm
    Reply

    M3 won’t move the needle much on performance. Honestly, Apple has put itself in a bind making the M1 really good. Probably the first time when Mac users can have some real lasting performance. But that also means that many won’t be persuaded to upgrade as often either. I am using a M1 MacBook Air and a M1 Mac mini and have yet to even entertain upgrading to a M2 or even a future M3 model of either because I am very satisfied with the M1 performance.

  10. John said on September 12, 2023 at 12:57 pm
    Reply

    I like iPhone in general have owned iPhones for many years. But I don’t see these Apple events inspiring me to want to upgrade and spend hundreds to get what few improvements offered up.

  11. Anonymous said on September 13, 2023 at 3:10 am
    Reply

    People still watch this nonsense? As I get older technology no longer excite me.

  12. bruh said on September 13, 2023 at 10:22 am
    Reply

    I love it – Apple took an objectively bad thing and turned it into something people don’t hate. “It’s not that our front camera/sensors cover up screen real estate, this is uhh, a dynamic island… Yeah! It’s a feature actually, you’re lucky to have it”.

    1. TelV said on September 20, 2023 at 12:54 pm
      Reply

      @ bruh,

      I like iPhone too, but you have to be a virtual millionaire these days to own one and I don’t have the kind of money required to purchase one I’m afraid.

  13. angelsanges said on September 13, 2023 at 2:33 pm
    Reply

    2015??

  14. Oxa said on September 13, 2023 at 3:40 pm
    Reply

    “Sorry Series 8, Apple Watch Series 9 is as powerful as it is handsome”
    “Apple to release iOS 17 and iPadOS 17 on September 18, and macOS Sonoma on October 26”
    “Apple unveils the Apple Watch Series 9 and Watch Ultra 2”
    “Apple Watch Ultra 2 packs a punch to the older generation”
    “Does it make sense to upgrade to iPhone 15?”
    “iPhone 15 Pro and iPhone 15 Pro Max with Ray Tracing, Action Button announced”
    “Apple announces iPhone 15 series with USB-C port, Dynamic Island”

    Seven Applespams, all pushed out within a few hours. You should rename this site “AppleHack”.

  15. Anonymous said on September 13, 2023 at 11:14 pm
    Reply

    I can’t believe people waste their money on smartwatches. The world has truly gone insane.

  16. Anonymous said on September 13, 2023 at 11:18 pm
    Reply

    A total waste of money. Thats why people can’t afford basic necessities anymore. They just keep falling for Apple’s BS every year.

  17. Anonymous said on September 14, 2023 at 4:02 pm
    Reply

    That is, if you don’t mind paying for Apple and their US Gestapo friends reading your most intimate data to use it against you.

  18. Tom said on September 15, 2023 at 8:17 am
    Reply

    > Apple also updated the macOS Sonoma 14 web page to reveal the release date of its desktop operating system. Sonoma will be released on October 26.

    This is not true. The website says September 29. I have no idea where your October 26 comes from.

    > Rumors suggest that Apple could announce the first M3 Mac in October, though another reliable leaker quashed hopes for any new MacBooks.

    I am not aware of any _current_ rumor that suggests that there will be a M3 Mac before 2024.

    Is this again an AI written article?

  19. Bruce Tech Guy said on September 15, 2023 at 10:03 am
    Reply

    Just an FYI on the USB C situation.
    The iPhone 15 and 15 Plus only use the USB-C end-connector. The actual cable attached to it transfers data at the many years old Lightning cable speed, which is USB 2.0 based. (Max 480 Mbits/s in ideal lab conditions.)
    If you want iPhone USB data transfer at true USB 3.0 speed, then you have to pay more to buy the iPhone 15 Pro or 15 Pro Plus, which transfers data at actual USB 3.0 speed (5 Gbit/s in ideal lab conditions).

    Just another example of Apple using absurd (and very mean-spirited, IMO) down-grading of their lower-priced phone hardware. I mean, who else would sell an $799+ phone in 2023, using a data port that transfers at USB 2.0 speed?
    The USB 2.0 spec was published in year 2000, 23 years ago.
    The USB 3.0 spec was published in 2008 and the USB C connector spec was published in 2014, tho not widely adopted til paird with USB 3.2 in 2017, fyi.

  20. bruh said on September 19, 2023 at 10:11 am
    Reply

    Man, I find this stuff so cringy – but obviously, it appeals to a certain type of person. I have no issue with Apple, my only issue is that every other hardware and software manufacturer seem to just be trying to copy Apple, instead of coming up with original ideas & visions. I don’t blame Apple for “innovating” in whatever direction they feel necessary, I’m just annoyed that nobody else is,,,

    Android is looking more like iOS, Windows 11 is looking more like MacOS, I had to set up a “premium” high-spec Dell laptop recently at work which just looked like a knock-off Macbook. It’s just sad.

    1. Tony said on September 19, 2023 at 4:00 pm
      Reply

      People aren’t going to buy stuff that strays too far from the norm. Take for example foldables. I haven’t seen anyone personally that has one, nor are they “taking the market by storm”.

      RE: Android looking more like IOS:

      That ‘Material You’ garbage is thankfully nowhere near iOS. I think you might be referring to Samsung’s UI though. They try to keep things like Apple to win over Apple users (I think anyways). If it weren’t for Samsung’s UI though, Android would be totally a non-option for me, as Material You is just plain ugly.

    2. Anonymous said on September 25, 2023 at 10:58 pm
      Reply

      I agree that it’s all so cringeworthy and juvenile. I’ve never understood the attraction of Apple products.

  21. Photographer said on September 26, 2023 at 12:41 am
    Reply

    Looking forward to Jpeg-XL going mainstream.

    Modern hardware and displays need image formats supporting HDR and more than 8bit color depth.

  22. JohnIL said on September 26, 2023 at 12:09 pm
    Reply

    I don’t see the big deal about iPhone 15. Only reason why I bought one was because I was tired of my small iPhone 13 Mini. Otherwise, the 15 is just another incremental upgrade. Unless you have a iPhone unsupported or broken. I think spending $800 plus for a smartphone every couple years is ridiculous.

  23. pHROZEN gHOST said on September 26, 2023 at 2:51 pm
    Reply

    Simple solution: power it off. Enjoy the freedom.

  24. Anonymous said on September 27, 2023 at 6:45 am
    Reply

    The longer it takes you to fix the comment problem, the greater the lack of respect for your readers.

    1. Tony said on September 27, 2023 at 4:20 pm
      Reply

      I suspect that they are intentionally leaving commenting broken.

      On a side note, I’ve just bought an i15Pro and I always make it a point to decline analytics, however when I checked the location settings, it had iPhone Analytics enabled. Truly angering….

      1. Martin Brinkmann said on September 27, 2023 at 4:30 pm
        Reply

        This is not true.

  25. Ridiculous-crap-comments said on September 27, 2023 at 9:04 pm
    Reply

    Love wading through the ancient, 100% unrelated garbage comment muck to get to the few actually about the post. Thanks for wasting everyone’s’ time.

    Why can’t you recognise how useless and annoying that crap is???

  26. ECJ said on September 29, 2023 at 6:58 pm
    Reply

    “…However, Apple’s senior vice president of Services, defended it by saying that the deal benefits users as there was no proper alternative, i.e. no other search engine offers the quality of search results that Google provides.”

    “…Cue had said that he didn’t know what Apple would have done if negotiations with Google had failed, by which he had implied that Bing’s quality was inferior to its rival search engine.”

    Unfortunately, they are correct. I have never liked Google as a company and have always actively tried to avoid them, however Google Search is undoubtedly the best in its field.

    For years I used StartPage search, as StartPage historically used Google behind-the-scenes for their search results, but were privacy focused – this gave the best of both worlds and I was perfectly happy. However, earlier this year StartPage started using Bing as well and I noticed the decline in StartPage results pretty much straight away. It was only when I started to investigate why their results were poor I realised that they had started to use Bing as well.

    The reality is Bing is a mediocre search engine and by extension all the search engines that use Bing are going to have have mediocre results too. So that sucks, with both StartPage and DuckDuckGo using Bing, it’s been necessary to start going back to using Google again for any semi-advanced search queries.

    Perhaps the antitrust case will open up more competition in the search engine field and Bing will get better, however Microsoft under Satya have become super greedy, so it will likely just result in more bullshit AI and more profits for Microsoft, but Bing will continue to be an underfunded, mediocre search engine.

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