Industry Newsmemory chipsconsumer electronicsapplesupply chain
Apple Delays iPhone 18 Launch To 2027
7.2
Apple is reportedly postponing the launch of its standard iPhone 18 until the first half of 2027, Nikkei Asia reported Jan. 30, 2026, citing people familiar with the matter. The delay stems from global memory-chip shortages and strain at TSMC amid rising AI-driven demand, leaving the 2026 lineup concentrated on premium models and a first foldable iPhone. Apple says it is pursuing options to increase supply.
Key Points
- 1Postpones iPhone 18 launch to first half of 2027 amid reported shortages
- 2Cites global memory-chip shortages and TSMC capacity strain from AI data-center demand
- 3Shifts 2026 lineup toward premium models and foldable, affecting supply planning and margins
Scoring Rationale
High industry impact and credible sourcing justify a strong score; limited technical and timeline specifics slightly lower impact.
Sources
Public references used for this report.
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