Sep 25, 2026, 4:11 PMTechnology
Apple’s Costly New iPhones Face Gross Margin Pressure, Bernstein Warns
Bernstein warns rising smartphone component costs could squeeze Apple's gross margins, a risk Wall Street may be underestimating in its new iPhone lineup.
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Summary
Bernstein analysts warned that rising smartphone component costs could pressure Apple’s gross margins more severely than Wall Street models currently reflect. MarketWatch’s September 25, 2026 headline characterized Apple’s expensive new iPhones as a double-edged sword.
The available feed provided limited detail. It included no component-cost figures, iPhone prices, margin forecasts, sales estimates, model names, timetable for any impact, or response from Apple.
Positives
- Apple’s new iPhones are characterized as expensive, indicating continued premium pricing as component costs rise.
- Bernstein identified gross margin as the specific profit metric investors can monitor for cost pressure.
- The feed describes an analyst modeling concern, not a reported margin decline or financial forecast from Apple.
Risks & concerns
- Rising smartphone component costs could reduce Apple’s gross margins, according to Bernstein analysts.
- Wall Street may be underestimating the potential size of the margin impact in current models.
- The feed provides no figures showing whether higher iPhone prices can offset the rising component costs.
- No component-cost estimates, margin forecasts, sales projections, affected models, or impact timetable were disclosed.
Primary sourceMarketWatch.com - Top Storieshttps://www.marketwatch.com/story/apples-expensive-new-iphones-could-be-a-double-edged-sword-for-the-company-21c4fefb?mod=mw_rss_topstories
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