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Apple, Meta and SpaceX spark a new consumer device cycle
The three-week run of new launches includes Apple’s foldable iPhone Duo and Meta’s AI glasses, while SpaceX has started deploying next-generation Starlink satellites.
Consumer hardware is seeing a rare stretch of rapid product rollouts, with Apple unveiling a foldable called the iPhone Duo alongside the iPhone 18 Pro on Sept. 9, Meta launching an AI glasses lineup plus a pocket device tied to its Muse agent, and SpaceX pushing its first batch of next-generation Starlink satellites into orbit over a three-week period, according to MarketBeat Ratings.
The same theme is being tied to other personal device categories as well, with the outlet noting that a smart ring company began marketing shares to the public during the launch window.
MarketBeat Ratings says the spending that typically follows a new consumer device cycle often does not go only to the brand on the box, but instead flows to suppliers, patent holders, and subscription businesses linked to the devices.
The outlet also argues that the biggest shift comes at the mass adoption stage, using the iPod as an example of how consumer spending moved away from older hardware formats and toward streaming services.