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Analyst Note Points to 2nm A20 Pro Powering iPhone 18 Pro and Fold in September

The projection frames a Pro-first cadence driven by a new 2nm A20 Pro and packaging upgrades.

Overview

  • GF Securities analyst Jeff Pu forecasts an A20 Pro built on TSMC’s N2 process with WMCM packaging and upgraded SHPMIM capacitors, targeting up to 15% higher performance and about 30% better efficiency versus A19 chips.
  • The iPhone 18 Pro, Pro Max, and a book-style iPhone Fold are all reported to share 12GB of LPDDR5 RAM and Apple’s C2 modem, with the foldable using Touch ID and featuring roughly 7.8-inch internal and 5.3–5.5-inch external displays.
  • Pu’s note points to September 2026 for the Pro models and the foldable, with the standard iPhone 18 and lower-cost 18e slated for spring 2027 under a split-launch approach, none of which Apple has confirmed.
  • Leaker Digital Chat Station reports Apple is testing under-display Face ID or a smaller Dynamic Island on the iPhone 18 Pro line, indicating ongoing display and biometric experiments.
  • A budget-focused iPhone 17e is tipped to arrive sooner with a 6.1-inch 60Hz OLED, a Dynamic Island, and a downclocked A19-derived chip, according to recent leak reports.