Gurman says base iPhone 18 delayed to spring 2027

Apple plans to split its iPhone 18 series launch across two seasons, with premium models arriving in fall 2026 and budget variants debuting in spring 2027, according to Bloomberg analyst Mark Gurman. The iPhone 18 Pro and Pro Max will launch alongside the iPhone Fold during the autumn window, while the base iPhone 18, iPhone 18e and possibly the iPhone Air 2 will follow months later. This strategy would make the iPhone 18 Pro the cheapest available model during the second half of 2026 at a starting price of $1,099.

Gurman attributes the shift to production constraints surrounding TSMC's 2nm manufacturing process and the A20 chip's advanced wafer-level multi-chip module packaging rather than hardware redesign considerations. The staggered release schedule aims to ease supplier pressure during traditionally hectic autumn production periods while distributing revenue more evenly throughout the year.

The approach carries risks including potential cannibalization among budget models and reduced fall quarter sales volumes compared with current launch patterns that concentrate all variants within a single season.
 

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