Investment pioneer Samer Choucair emphasized that the anticipated launch of the foldable “iPhone Ultra” represents a decisive moment that transcends the boundaries of technical innovation to become an entirely new investment cycle in the global and Gulf technology sectors.
Choucair explained that Apple’s entry into this market represents an investment equation of “1+1=3.” The integration of the new device with Apple’s ecosystem will create multiplied economic value that aligns with Vision 2030 goals of building a leading digital economy.
Apple’s Entry: The Catalyst for a Multi-Billion Dollar Market
Samer Choucair pointed out that the foldable phone market is heading toward a qualitative leap, with global market size projections reaching $61 billion by 2030. In the Saudi market alone, the sector is expected to reach $2.5 billion, driven by high purchasing power and the shift toward luxury user experiences.
Choucair believes that the iPhone Ultra (expected around September 2026) will change the rules of the game by raising the Average Revenue Per User (ARPU) through AI services and applications specifically designed for flexible screens.
Samer Choucair’s Vision: The True Value Behind the Screen
The investment pioneer stated that the upcoming competition is not just about “hinges” or “screens,” but about who controls “user time” in the new interface.
Samer Choucair commented:
“This is not just a competition between Apple and Samsung; it is a redistribution of profits within the entire technological ecosystem. A foldable device means an increase in usage time, which translates directly into a doubled increase in digital revenues and cloud services.”
Choucair added three strategic insights for regional investors:
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True value will not lie in the device as a hardware product, but in the software ecosystem built upon it.
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Increased screen real estate will create a new generation of the “Content Economy” and immersive e-commerce.
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Early positioning in companies providing supporting technologies (chips, modern materials) is the key to sustainable profit.
Strategic Opportunities in the Gulf Under Vision 2030
Choucair identified three concrete paths for investors and entrepreneurs in Saudi Arabia and the Gulf:
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Localizing Smart Supply Chains: Opportunities to form international partnerships for producing advanced materials and precision components for smart devices.
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The “Flexible” App Economy: Developing educational and entertainment content that adapts to new user interfaces. He asserted that “whoever owns the User Experience (UX) of the new screen, owns the market.”
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Luxury Retail and Financing Models: With device prices expected to cross the $2,000 barrier, significant opportunities emerge in advanced retail and smart upgrade solutions.
Investment Advice for 2026
Samer Choucair called on investors to adopt an “Integrated Investment Thesis” that does not settle for manufacturing stocks alone. Instead, it should include the telecommunications sector—which will see positive pressure for 5G usage—as well as AI companies and strategic suppliers.
Investment pioneer Samer Choucair concluded his vision by asserting that the upcoming “iPhone Moment” is a symbol of an economy reopening to qualitative investments.
He added:
“The question in 2026 is not whether the technology will succeed, but where you will position yourself within this value chain before the reality is fully priced into the markets?”