Jeff Pu Reveals Anticipated iPhone Fold Tech Specs
Analyst Jeff Pu has provided insights into the upcoming iPhone Fold and the iPhone 18 lineup, scheduled for 2026. His notes indicate that the iPhone Fold will utilize Touch ID instead of Face ID, marking a significant design choice. This information is critical for Apple as it seeks to adapt to changing market conditions.
Apple’s Strategy in a Shrinking Smartphone Market
According to Pu, Apple aims to bolster its market share amid a projected 4% decline in global smartphone shipments in 2026. This decrease is attributed to rising memory costs and sluggish demand, particularly for low-to-mid range Android devices. Despite this, Apple is expected to increase its iPhone shipments by 2%, forecasting 250 million units for the year.
This growth would elevate Apple’s market share to 21%, up from 20% in 2025 and 19% in 2024. A key factor supporting this projection is the anticipated strong demand for the iPhone 17, with initial production targets raised to 59 million units for the first quarter of 2026.
Key Specifications for iPhone 18 Models
Pu revealed hardware specifications for all iPhone 18 models, emphasizing innovation in materials and design. The devices will feature a mix of aluminum and titanium, along with a combination of internal and external displays. Below are the notable specifications:
| Model | Launch Date | Display Size | Processor | DRAM | Front Camera | Rear Camera | Biometric Feature | Casing Material |
|---|---|---|---|---|---|---|---|---|
| iPhone 18 Pro | Sep-26 | 6.3″ | A20 Pro, N2, WMC | 12GB LPDDR5 | 18MP, 6P | 48MP 7P VA, Periscope | Face ID | Aluminium |
| iPhone 18 Pro Max | Sep-26 | 6.9″ | A20 Pro, N2, WMC | 12GB LPDDR5 | 18MP, 6P | 48MP | Face ID | Aluminium |
| iPhone Fold | Sep-26 | 7.8″ (internal), 5.3″ (external) | A20 Pro, N2, WMC | 12GB LPDDR5 | 18MP (Folded), 18MP (Unfolded) | 48MP 7P VA, Periscope | Touch ID | Titanium + Aluminium |
Future Developments in AI Integration
Pu also connected Apple’s 2026 plans to advancements in artificial intelligence. The introduction of N2 silicon, WMCM packaging, and 12GB LPDDR5 memory across the iPhone 18 lineup suggests a focus on enhancing on-device AI capabilities. This could lead to a more sophisticated Siri, as Apple prepares to enhance its AI offerings in the coming years.
Overall, Apple’s strategic advancements and innovative design elements reflect its commitment to maintaining a competitive edge in the ever-evolving smartphone landscape.
