Apple Plans 5 New iPhones by Early 2027 as AI Memory Shortages Squeeze Rivals
Updated
Updated · Simply Wall St · Jul 15
Apple Plans 5 New iPhones by Early 2027 as AI Memory Shortages Squeeze Rivals
3 articles · Updated · Simply Wall St · Jul 15
Summary
Apple is preparing at least five new iPhone models by early 2027, including its first foldable device, signaling a broader push into premium hardware and new form factors.
Roughly 220 million smartphones are in Apple’s 2026 production plans as the company locks in components while AI-driven memory shortages tighten supply across the wider handset market.
Those constraints are hitting lower-end Android vendors harder, potentially giving Apple an advantage in keeping premium devices stocked in markets such as China and North America.
Investors are watching whether a larger, pricier lineup can overcome upgrade fatigue and price sensitivity without raising execution risks around foldable design, durability and manufacturing.
With production issues mounting, will Apple's foldable debut be a triumph or a costly delay?
Amid a global memory crisis, is Apple's supply chain power strategically starving its rivals?
iPhone 18 Series and Foldable Ultra: Apple’s High-End Push and Staggered Launches in a Tight Memory Market
Overview
Apple is set to shake up its iPhone lineup with a new staggered launch schedule. In Fall 2026, the premium iPhone 18 Pro, iPhone 18 Pro Max, and the innovative foldable iPhone will debut, giving early upgraders high-end choices. Those looking for more affordable options, like the iPhone 18, iPhone 18e, and iPhone Air 2, will need to wait until Spring 2027. This approach means customers must choose between upgrading sooner with premium models or waiting for value-focused devices. The foldable iPhone, launching with the iPhone 18 series, marks a major redesign and highlights Apple’s evolving strategy.