Analysts on iPhone Duo: Apple's patience bought vertical integration rivals can't match
BenBajarin · x · 2026-09-10
Analyst Carolina Milanesi reviews Apple's newly revealed iPhone Duo (she was skeptical of the leaked 'iPhone Ultra' name from the start, since Ultra implies a rung atop an existing ladder). Her core point: many companies make excellent hinges, but none can redesign the operating system around one — that's vertical integration, and what Apple bought by waiting.
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