Overview
- Jeff Pu’s investor note says the iPhone 18 Pro, Pro Max, and a new iPhone Fold will run Apple’s A20 Pro built on TSMC’s 2nm N2 process using WMCM packaging and new SHPMIM capacitors for improved power stability and efficiency.
- The iPhone 18 Pro (6.3-inch) and Pro Max (6.9-inch) are listed with triple 48MP rear cameras, including a variable‑aperture main lens and a periscope telephoto, alongside 18MP front cameras.
- The foldable is described as a book‑style device with a 7.8‑inch internal screen, roughly 5.3‑inch cover display, Touch ID in place of Face ID, and an aluminum–titanium chassis.
- All three premium models are reported to include 12GB LPDDR5 memory and Apple’s in‑house C2 modem, aligning hardware to support heavier on‑device AI workloads.
- Pu projects a September 2026 launch for the Pro models and iPhone Fold with lower‑tier iPhone 18 variants arriving in spring 2027, and estimates 250 million iPhone shipments in 2026; Apple has not confirmed these details.