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Reports Say Apple to Debut iPhone 18 Pro and Foldable in September, Delay Standard Model

Memory and component shortages are pushing a premium‑first rollout that could raise prices, restrict early stock, and reshape Apple’s sales mix.

Overview

  • Multiple supplier and analyst reports say Apple is likely to unveil iPhone 18 Pro and Pro Max plus a foldable iPhone in September 2026 while the standard iPhone 18 is expected to arrive in early 2027, a plan Apple has not confirmed.
  • Industry sources single out DRAM and NAND shortages and wafer‑level multi‑chip packaging needs for the A20 Pro as the core supply constraint that can stall chip completion and limit finished units.
  • Analysts and leak‑based cost estimates project a materially higher bill of materials for Pro models versus the previous generation, with retail price estimates for top Pro models rising roughly $100 to $300 and some high‑end Pro Max figures reported near $1,849 to $1,949.
  • Assembly partner actions underline the reported ramp for premium devices, with Foxconn hiring at Zhengzhou and offering short‑term signing bonuses of about RMB 8,800 to boost headcount for anticipated Pro production.
  • For consumers and retailers this could mean higher sticker prices, tight early availability for Pro and foldable units, and a practical case to buy current iPhone 17 models now because trade‑in values and known pricing may be more favorable than waiting for the unconfirmed iPhone 18 lineup.