Fresh supply-chain chatter and analyst insight are shedding new light on Apple’s expected iPhone 18 lineup, and if the latest report is accurate, 2026 could mark one of the company’s most significant iPhone refreshes in years — highlighted by the long-rumored first-ever iPhone Fold.
According to analyst Jeff Pu, Apple’s fall 2026 launch may focus exclusively on three premium models: iPhone 18 Pro, iPhone 18 Pro Max, and iPhone Fold, all expected to debut in September.
While Pu’s timelines have historically leaned aggressive, the newly surfaced specifications largely align with earlier rumors, lending them added credibility.
A20 Pro Chip and 12GB RAM Across the Board
One of the most notable takeaways from the leak is Apple’s apparent move to standardize hardware at the high end.
All three models are said to feature the A20 Pro chip, built on TSMC’s next-generation N2 process, paired with 12GB of LPDDR5 memory. This points to a heavy emphasis on performance, AI-driven features, and advanced multitasking.
Apple is also expected to continue rolling out its in-house cellular technology, with all models reportedly using the C2 modem, further reducing reliance on third-party suppliers.
iPhone 18 Pro & Pro Max: Refinement Over Reinvention
The iPhone 18 Pro is rumored to feature a 6.3-inch display, while the Pro Max could stretch to 6.9 inches, making it one of the largest iPhones Apple has ever produced.
Both devices are expected to retain Face ID, housed within a smaller Dynamic Island, and continue using aluminum frames.
Camera upgrades appear evolutionary rather than revolutionary.
The Pro models are tipped to include a 48MP main camera, enhanced optics, and a 48MP periscope telephoto lens on the Pro Max.
On the front, Apple may introduce an 18MP selfie camera, a modest bump from previous generations.
Overall, the Pro lineup seems positioned as a performance-focused refresh, with the A20 Pro chip doing most of the heavy lifting.
iPhone Fold: Apple’s Biggest Wildcard Yet
The most intriguing device in the lineup is undoubtedly the iPhone Fold.
After years of speculation, the foldable iPhone is once again gaining traction — and this time, with more concrete details.
Pu’s report suggests Apple is opting for a book-style foldable design, featuring a 7.8-inch internal display when unfolded and a 5.3-inch external screen for everyday use.
Interestingly, Apple may skip Face ID entirely on this model, instead relying on Touch ID, potentially integrated into a side button.
The Fold is also rumoured to feature:
- Dual 48MP rear cameras
- 18MP front cameras for both folded and unfolded modes
- A mixed titanium and aluminum chassis, likely aimed at improving durability while keeping weight in check
If accurate, this would represent Apple’s most radical iPhone redesign since the original iPhone X.
Market Strategy and Launch Timing
The leaked roadmap suggests all three models could launch simultaneously in late September 2026, consistent with Apple’s traditional fall release window.
Industry observers also note growing speculation that Apple may eventually move toward a split release cycle, with premium models launching in the fall and more affordable devices arriving in the spring.
Pu believes Apple could grow iPhone shipments by around 2% year-over-year in 2026, even as the broader smartphone market contracts.
If realized, that growth could push Apple’s global market share to roughly 21%, reinforcing its dominance in the premium segment.
Still a Rumour — But a Convincing One
While none of these details are officially confirmed, the leaked specifications don’t stray far from Apple’s established development patterns.
That makes this rumor cycle feel more grounded than speculative — especially if supply-chain confirmations begin to surface in the coming months.
If the iPhone Fold does materialize as described, the iPhone 18 series could go down as one of Apple’s most transformative launches in over a decade.