Overview
- Nikkei Asia reports, echoed by multiple outlets and analysts, indicate Apple plans to ship iPhone 18 Pro, iPhone 18 Pro Max and a first foldable in the second half of 2026, with the standard iPhone 18 moving to the first half of 2027.
- Apple has not confirmed the timeline, and Reuters said it could not independently verify the report; Apple has declined to comment in recent inquiries.
- Coverage cites a global squeeze on DRAM and LPDDR capacity, rising memory prices tied partly to AI datacenter demand, and constrained advanced-node and packaging capacity at TSMC for next‑generation A‑series chips.
- Reports say Apple is expanding its regular supplier meeting at Apple Park to include more component and materials partners to help secure continuity of supply this year.
- The foldable iPhone is consistently described as a premium, technically demanding device, and a revamped iPhone Air is said to be in development but not expected to ship in 2026.