It's worth noting that "niche" in this case means ~10M in its first year, comparted to an estimated 250M Apple smartphone shipments in 2027. So far, Apple has sold ~600K Vision Pro in total.
Also, supporting Duo is not an enormous lift if you're already supporting resizable windows, as developers are required to do for OS 27.
And that means nothing. Because other manufacturers are not doing well either.
I’m not doubting that there’s demand for it but I wonder who/where?
If we're comparing anecdotes, when I lived in the states far from sf many tech people I knew had folding phones. They loved them and I was curious, but I like iOS.
I spend a lot of time in hospitals, and I see doctors with them.
That may also explain why Apple isn't too worried about the price.
People famously said that of the first iPhone, expensive at the time.
Then about the $1k iPhone X.
Apple have made phones a fashion accessory and status symbol. I won’t be surprised if the Duo sells extreme well, even by iPhone standards.