Guo Mingyun said Apple adjusted iPhone release strategy: push folding screen iPhone in the second half of next year

IT home on May 5th news, tianfeng international securities analyst Guo Mingyu issued a document, predicting the second half of 2025 to the second half of 2027 Apple will release Phone models. Guo Mingyu said Apple adjusted iPhone release strategy: push folding screen in the second half of next year iPhone Guo Mingyu said Apple adjusted iPhone release strategy: push folding screen in the second half of next year iPhone Guo Mingyu pointed out that due to the fierce competition in China and other markets, Apple has changed its iPhone marketing strategy, releasing low-end models in the first half of the year and high-end models in the second half of the year, which will become the norm. Kuo’s forecast for Apple’s iPhone roadmap for the next two years: Second half of 2025: iPhone 17 Pro Max, iPhone 17 Pro, iPhone 17 Slim and iPhone 17. First half of 2026: iPhone 17e. Second half of 2026: Folding screen iPhone, iPhone 18 Pro Max, iPhone 18 Pro and iPhone 18 Slim. First half of 2027: iPhone 18, iPhone 18e. Second half of 2027: Foldable iPhone 2 (R & D work has started), iPhone 19 Pro Max, iPhone 19 Pro and iPhone 19 Slim with a larger screen. IT House noted that earlier this year Apple launched the iPhone 16e, which is more affordable than the iPhone 16, starting at 4,499 yuan, replacing the entry-level iPhone SE series. However, previous reports said Apple will launch several iPhone models between 2025 and 2027, including the iPhone 18e in spring 2027, but the report did not mention the launch of iPhone 17e in 2026. Kuo’s roadmap shows that from 2026, Apple plans to spread the release cadence of iPhone to the first and second half of the year. The iPhone 18 Pro series and a new folding screen iPhone will be launched in the second half of 2026, while the standard version of the iPhone 18 series is scheduled to be launched in the first half of 2027. According to Kuo’s analysis, there are two main reasons for Apple’s adjustment strategy. First, Apple’s main competitors usually launch flagship phones in the first half of the year, which leads to Apple’s “marketing gap” in the first half of the year, and Apple hopes to fill this gap. Second, if Apple’s expanding product line is released at the same time, it may “dilute” marketing resources. In the Chinese market, Chinese smartphone makers including Xiaomi, Huawei, OPPO and vivo have been eating into Apple’s market share with the launch of competitive flagship devices in the first half of the year. Huawei’s recent strong comeback in the high-end smartphone market, in particular, poses a major challenge to Apple’s position. Apple’s move to a phased release roadmap will be the first time Apple has deliberately split the launch of its flagship iPhone series since the autumn release model of the iPhone 4S was established in 2011.

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