Скачать или смотреть Apple’s Premium Shift and the Foldable iPhone Roadmap

Apple to prioritise premium iPhone launches in 2H 2026 (incl. first foldable), while standard iPhone 18 reportedly slips to 1H 2027

What happened
Apple will prioritise production and launch of its 3 highest-end iPhone models in 2026, including its first foldable iPhone, and delay the standard iPhone 18 to the first half of 2027. The drivers are supply-chain constraints (including higher memory/component costs) plus a marketing strategy shift to protect profit and reduce execution risk on a complex foldable design.

How traders may map this to sectors
If Apple leans premium-first, it can lift content-per-phone for high-end components (more advanced radios, cameras, glass/display tech) while potentially reducing near-term volume tied to the base model. That creates a “margin up, units mixed” setup for suppliers.

Winners
1. Premium iPhone silicon “content up” (more expensive parts per device)
Premium and foldable models tend to use higher-end connectivity and power chips, plus more advanced components overall, raising dollar content per unit even if total units are flatter.
Names: $AVGO (Broadcom), $QCOM (Qualcomm), $ADI (Analog Devices)

2. Display, glass, and foldable-adjacent materials
A foldable iPhone and “premium-first” cadence can increase demand for higher-spec glass, display-related materials, and optical components tied to upgraded screens and camera systems.
Names: $GLW (Corning), $COHR (Coherent)

3. Premium mix and ecosystem monetisation
If Apple prioritises higher-ASP models, it can support gross margin, Services attach, and accessory upgrades around flagship launches.
Names: $AAPL (Apple), $BBY (Best Buy)

Losers
1. Volume-sensitive Apple supply chain (base-model delay risk)
If the standard iPhone 18 shifts into 1H 2027, some suppliers tied more to high-volume ramps can face a timing gap (production planning, utilisation, near-term revenue cadence).
Names: $JBL (Jabil), $FLEX (Flex)

2. US carriers that lean on mass-market iPhone upgrade waves
A delayed “standard” model can soften the usual broad upgrade cycle that pulls in price-sensitive upgraders, potentially shifting activations and upgrade momentum later.
Names: $T (AT&T), $VZ (Verizon)

3. Consumer electronics demand sensitivity (premium price points)
A premium-skewed lineup can concentrate demand at higher price tiers; if macro conditions weaken, premium-only cycles can be more elastic than broad “base + Pro” cycles.
Names: $BBY (Best Buy), $AMZN (Amazon)

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