Episode notes
We discuss a potential major shift in Apple's iPhone launch strategy, based on information from tipster Mark Gurman. Specifically, Apple is rumored to be delaying the release of its cheaper models—the iPhone 18, 18e, and possibly the Air 2—from the traditional fall launch cycle to the spring of 2027. The fall 2026 launch would only feature premium devices, like the iPhone 18 Pro, 18 Pro Max, and the iPhone Fold, which would make the cheapest new iPhone at that time cost $1,099. This move is allegedly designed to reduce strain on suppliers, manage constraints related to the new A20 chip, and better balance annual revenue. However, the article also includes a counter-argument that this strategy risks cannibalizing sales of the cheaper iPhone variants.
source
https://notebooklm.google.com/notebook/627ebad6-f735-48b3-a6c7-6e0fd0c21831