September 26, 2026

Bloomberg expects Apple to launch its first foldable iPhone next fall, followed by a brand new high-end model in 2027.

November 17, 2025
ModeZone

Bloomberg reporter Mark Gurman reported today that Apple’s iPhone lineup is about to receive its most significant upgrade ever, both in terms of features and release schedule.

Apple’s iPhone is undergoing the most significant transformation in its history. The company plans to launch three entirely new models over the next three consecutive years. Despite criticism that Apple relies too heavily on the iPhone and is falling behind in AI and other emerging fields, the company continues to increase its investment in its flagship product.

This means Apple must accelerate innovation. After five years of modest updates and some controversial decisions—such as the titanium shell of the iPhone 15 Pro—Apple has begun laying the groundwork for a complete redesign of the device, set to debut this September. This includes the all-new iPhone Air and the redesigned iPhone 17 Pro series.

This period of change is expected to continue until next fall, when Apple is anticipated to unveil its first foldable iPhone, followed by a brand-new high-end model in 2027. That device will reportedly feature a curved glass display and a camera hidden beneath the screen. Beyond upgrading the products themselves, Apple is also shifting the release schedule for new iPhones.

A Look Back at the Timeline

Historically, major iPhone models were released in the summer (June or July) until the iPhone 4S in 2011. After that, Apple shifted iPhone releases to the fall. Although the change initially stemmed from delays with iOS 5, iCloud, and Siri, it ultimately benefited Apple by aligning its most significant product launches with the crucial holiday shopping season.

However, this pattern has increasingly revealed drawbacks: clustered releases cause uneven revenue distribution throughout the year, place heavy stress on Apple’s marketing and engineering teams, strain suppliers, and—as seen with the rushed launch of Apple Intelligence in 2024—are becoming unsustainable.

In recent years, including 2025, Apple has launched four main iPhones each fall—two Pro models and two mid-range models—and occasionally released a lower-priced SE or “e” variant early in the year. However, beginning in 2026 and beyond, the iPhone release schedule will undergo significant changes.

Apple’s New Release Strategy (2026 and After)

Apple plans to release three high-end models in fall 2026:

  • iPhone 18 Pro
  • iPhone 18 Pro Max
  • A new foldable iPhone

About six months later, the company is expected to launch the iPhone 18, iPhone 18e, and possibly an updated iPhone Air. This pattern is likely to continue for years, with five to six new iPhones released annually.

According to The Information, the second-generation iPhone Air has been delayed from next fall to 2027 to add a second rear camera (and possibly VC cooling and a larger battery). The report claimed sluggish sales as one reason for the delay.

However, from what I understand, the second-generation Air was never scheduled for release next year—at least not in recent months. So it wasn’t delayed due to weak sales. The fact that Apple named it iPhone Air (rather than iPhone 17 Air) suggests the company intentionally avoided tying it to the annual release cycle.

The primary focus of the second-generation Air will reportedly be its 2nm chip, rather than significant structural changes. The upgraded chip is expected to enhance battery life, an important weakness of the first-generation model.

Adding a second rear camera for ultra-wide shots is technically feasible, but the idea is unusual. The camera island is already cramped. Rebuilding the entire module for a rarely-used lens would be too costly—unless Apple plans to bring the foldable iPhone’s dual-camera layout to more models in the future.

iPhone Air’s Real Purpose

Apple reportedly expected the Air to account for just 6–8% of new iPhone sales—similar to the iPhone 16 Plus it replaced. Apple heavily promoted the Air during the September keynote, but has since done little marketing. Clearly, Apple never expected it to be a blockbuster.

Much like the iPhone mini models from 2020 to 2021, the Air mainly appealed to loud voices on social media, claiming they wanted such a device. However, when it came time to buy, consumers overwhelmingly preferred the more practical Pro models—with their improved battery life, cameras, and thermal management. Being only $100 cheaper than the iPhone 17 Pro, the Air isn’t a great deal.

More importantly, the Air was designed from the outset as a technology testbed and a precursor to the foldable iPhone. Its materials, component miniaturisation, battery solutions, and software adjustments all serve to build experience and strengthen the supply chain for foldable-device development—not to “educate users” about thin-and-light designs.

Why Apple Is Changing the iPhone Release Calendar

With the new schedule, Apple aims to:

  • Stabilise revenue throughout the year
  • Reduce pressure on employees and manufacturing partners
  • Prevent internal competition between high-end and budget models
  • Create multiple opportunities each year to counter new releases from Samsung, which stagger the launches of Galaxy and foldable devices.

Apple’s software strategy is also shifting. For years, major OS releases were typically released in the fall, with occasional minor updates in the spring. As the iPhone schedule evolves, these spring releases are becoming more critical. Next spring, with the debut of the new Siri in iOS 26.4, we’ll see this strategy in action.

Apple’s Broadest Product Lineup in Years

In the first half of 2026, Apple will launch:

  • Major smart home devices
  • iPhone 17e
  • Several updated Mac models
  • New iPads

In the second half:

  • Three new iPhones
  • A new Apple Watch
  • More new Macs

The gaps between product cycles are shrinking, providing Apple with more revenue opportunities throughout the year and reducing the once-yearly pressure on employees and suppliers.

The above content is compiled by ModeZone, a fashion and entertainment magazine.

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