Apple is preparing an ambitious product rollout between the second half of 2026 and the first half of 2027, featuring at least five new models including its first foldable iPhone. Nikkei Asia reports the company has increased its foldable production target to 10 million units and reserved components for 80 million high-end smartphones.
What models are in Apple’s 2026-2027 roadmap?
Apple is planning to expand its device lineup significantly over the next two years. According to Nikkei Asia, the company’s strategy involves releasing at least five new models during this period. This expansion includes the highly anticipated first foldable iPhone, alongside updated versions of the iPhone Pro and iPhone Pro Max.
The company is also reportedly developing a new category of device, referred to as the “iPhone Air.” This model, along with the standard iPhone 18, is expected to arrive in the first half of 2027. This shift suggests a move toward a more staggered release cycle rather than a single annual event.
The transition to a split release cycle
Under the proposed new schedule, Apple would move the launch of the standard iPhone 18 to the spring of 2027. This allows the company to focus its traditional autumn launch window exclusively on high-end, premium models. By spreading out these releases, Apple aims to occupy more market segments and compete more effectively against manufacturers like Samsung and Xiaomi.
When will the first foldable iPhone be released?
While a specific date has not been confirmed, Nikkei Asia reports that Apple is making progress on the engineering challenges required for a foldable device. Three sources cited by the publication indicated that Apple and its suppliers have made advancements in resolving hinge-related issues.
If these engineering improvements hold, an autumn launch remains a possibility. However, the complexity of manufacturing foldable screens means that large-scale production likely won’t begin until late 2026 or early 2027. Apple has already requested that suppliers prepare for a production volume of approximately 10 million foldable units, a significant increase from previous estimates of 7 to 8 million.
Apple surpassed Samsung in 2025 to become the world’s top smartphone manufacturer by shipment volume.
How does Apple’s production compare to Chinese manufacturers?
Apple is positioning itself to expand its market share while competitors face significant supply chain hurdles. The contrast in production capacity between Apple and major Chinese brands is stark, according to data obtained by Nikkei Asia.
- Apple: Total iPhone production for the 2026 calendar year is expected to exceed 220 million units.
- Xiaomi, Oppo, and Vivo: Each of these manufacturers has reportedly reduced production to fewer than 100 million units for the year.
The primary cause for the production slowdown among Chinese manufacturers is a severe shortage of memory and electronic components. Apple appears to be leveraging its massive negotiating power to bypass these shortages. The company has already reserved components for roughly 80 million smartphones to secure its high-end lineup for the 2026 season.
Why is Apple facing rising component costs?
Despite its dominant market position, Apple remains vulnerable to fluctuations in the global supply chain. Tim Cook has previously acknowledged the difficulties regarding memory procurement and the rising costs of essential components.
These cost pressures have already impacted other parts of Apple’s ecosystem. The company has implemented price increases for certain MacBook and iPad models this year. While Apple has not yet adjusted prices for the iPhone 17 series, the rising cost of memory and electronic parts remains a key variable for its 2026 and 2027 hardware strategies.
Frequently Asked Questions
Will Apple release a foldable iPhone?
Yes, according to Nikkei Asia, Apple is working on a foldable iPhone and has asked suppliers to prepare for a production target of 10 million units.
When is the new iPhone Air expected?
Reports suggest the new iPhone Air is planned for a spring 2027 release.
Why is Apple’s production higher than Xiaomi or Oppo?
Apple’s ability to secure components through high negotiating power allows it to maintain production levels above 220 million units, while Chinese manufacturers have seen production drop below 100 million units due to component shortages.
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