Liz Lee

Analyst, Counterpoint Research

Quoted on Apple's foldable supply constraints — the analyst's take on why being first to ship may matter less than who can actually distribute.

Based: Taipei, Taiwan
Known for: Reading the smartphone market at Counterpoint Research.

Mentioned in

Hardware

Xiaomi beat Apple by 48 hours and sold out. Forecasts still hand Apple a quarter of the market.

Xiaomi's first wide foldable landed two days before Apple's event, thinner, cheaper, on its own 3nm silicon, and pre-orders emptied on day one. Then the arithmetic: it stops at China's border.

September 9, 2026 · 3 min read