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New Apple CEO John Ternus may unveil a foldable iPhone Sept. 9, signaling hardware focus and ecosystem expansion as handset upgrades slow, Bloomberg analysts say.
Editorial companion
Bloomberg flagged a big test for Apple: John Ternus, the engineer who replaced Tim Cook, is set to headline a Sept. 9 event with a foldable iPhone as the marquee product, and Bloomberg Intelligence’s Woo Jin Ho frames it as a hardware-focused pivot. That matters because Apple’s upgrade cycle has been getting frictionless and incremental; a successful foldable could be a rare product that meaningfully alters upgrade incentives and the ecosystem, while a dud would leave growth questions exposed.
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