Apple is expected to launch the iPhone 18 Pro, iPhone 18 Pro Max and its first foldable iPhone in fall 2026, while delaying the base iPhone 18 models until spring 2027.
Panel shipments for the iPhone 18 Pro, iPhone 18 Pro Max and foldable iPhone began in July 2026, while panel production for the base models has not yet started. The staggered schedule is not unexpected given rising memory prices and higher costs for other critical components. By prioritizing premium devices, Apple can focus its initial production capacity on higher-margin models that are better positioned to absorb increased bill-of-material costs.