Overview
- Multiple reports say Apple plans an early-September launch that will first ship iPhone 18 Pro models and a foldable 'iPhone Ultra' while standard iPhone 18 models may be delayed to 2027.
- Analysts and industry measurements report steep year‑over‑year jumps in DRAM and NAND prices that have raised the iPhone bill of materials and are forcing firms to rethink pricing.
- Tipsters and supply‑chain reporting claim Apple could raise prices on new and existing iPhones by roughly $100 or more, though those price moves are unconfirmed by the company.
- Supply constraints at memory makers and wafer‑level packaging limits at foundries are said to risk limited post‑launch stock, which would explain a strategy to prioritize higher‑margin Pro units.
- Coverage says Apple is negotiating with suppliers and will lean on Apple Upgrade financing, third‑party partners, and higher iCloud/subscription tiers to spread cost pain and protect revenue.