Overview
- DIGITIMES estimates iPhone 17 series shipments at roughly 82 million to 87 million units in the second half of 2025, framing the outlook as a market projection.
- The trade study says Apple is leaning on the entry model to drive volumes because Apple Intelligence apps are progressing more slowly than planned.
- GF Securities analyst Jeff Pu, via MacRumors, reports Apple is targeting early 2026 for an iPhone 17e that upgrades to an 18MP Centre Stage front camera.
- Pu’s note outlines expected 17e specs such as a single rear camera, the A19 chip, Apple’s C1 modem, and a move to the Dynamic Island design.
- Pu also forecasts that Apple’s buying power could offset rising DDR memory prices and that a 12th‑generation iPad in 2026 may be the first iPad Air to support Apple Intelligence with the A18 chip.