Apple to Delay Standard iPhone 18 to 2027, Prioritizing Foldable and Pro Models [Report]

The case for a split iPhone release schedule just got stronger. Nikkei Asia has corroborated earlier claims that Apple plans to push the standard iPhone 18 back to early 2027, clearing the runway for a premium-focused launch in the second half of this year headlined by the company's first foldable device.



Sources say the pivot is driven by a mix of marketing strategy and hard supply chain realities. By separating the releases, Apple can funnel scarce components to its highest-margin devices—the foldable and two premium non-folding models—while managing the complex manufacturing ramp required for the new form factor. This supports analyst Jeff Pu's earlier prediction that Apple would split the lineup to optimize its resources.


The pressure on the supply chain is real. Memory chip prices are climbing, and Apple is fighting AI giants like Nvidia and Amazon for allocation of high-end glass cloth used in chip substrates. We have been tracking Apple's efforts to secure these materials to avoid production stalls. Staggering the launch ensures the Pro models—expected to use the costly 2nm A20 chip—get the parts they need without competing for volume against the mass-market standard model.

The foldable iPhone is expected to be the star of the 2026 holiday season. Leaks suggest the device will be a technical showcase, featuring a visually crease-free display and potentially using side-mounted Touch ID to keep the frame ultra-thin. Analysts expect its debut to kickstart a surge in foldable shipments, finally giving Apple a hardware answer to Samsung's dominance in the form factor.

There is less clarity surrounding the next iPhone Air. While Apple reportedly has at least five new models in development, Nikkei sources say shipment timing for the updated Air remains up in the air. This contrasts with recent rumors insisting the second-generation model remains on track for the fall.

Apple already warned of supply constraints during its earnings call on Thursday, noting that component tightness is weighing on the current quarter. To mitigate further risks, the company is reportedly expanding its regular supplier meeting in Cupertino to include more partners, aiming to lock down continuity for the year ahead.


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