Analyst: Foldable iPhone Likely to Ship in December, iPhone 18 Plus is Possible Next Year

In a research note for investment bank Barclays earlier this month, Apple analyst Tim Long said his supply chain sources mentioned the possibility of the iPhone 18 base model being announced in March next year, rather than in September this year. This split launch has been widely rumored by multiple sources in recent months. More interestingly, Long dropped two unique pieces of information. First, he said shipments of the rumored foldable iPhone will likely begin in December this year, a few months after the iPhone 18 Pro and iPhone 18 Pro Max launch in the usual September timeframe. A similar situation occurred in 2017, with the iPhone 8 and iPhone 8 Plus launching in September, and the iPhone X launching in November. Second, Long said that Apple plans to release two other devices alongside the iPhone 18 base model in March next year, including a lower-end iPhone 18e and either an iPhone 18 Plus or an iPhone Air 2. Long mentioning the possibility of an iPhone 18 Plus is notable, as we