研究机构 TrendForce 集邦咨询发布了 iPhone 18 系列产品研究报告，指出苹果将于 2026 年秋季推出 iPhone 18 Pro、Pro Max 以及首款折叠机 iPhone 18 Fold1。由于存储器成本自 2025 年下半年起大幅上升，Pro 256GB 机型的存储成本较去年同期增加近 400%1，苹果预计将相应上调新机售价 10%-20%1。
在产品规划方面，iPhone 18 基本款预计延后至 2027 年第一季上市1。新一代 Pro 系列将采用台积电 2nm 制程的 A20 Pro 处理器1，存储器封装架构也将由 InFO 转为 WMCM1。iPhone 18 Fold 的起始售价预计在 2,099 至 2,299 美元之间1，高配置版本更可能突破 3,000 美元1。TrendForce 预计全球折叠手机在 2026 年的市场占比将维持在 2% 左右1。
TrendForce has released a research report on Apple's iPhone 18 series, projecting that the company will introduce the iPhone 18 Pro, Pro Max, and its first foldable device, the iPhone 18 Fold, in autumn 2026.1 The report attributes anticipated price increases to a dramatic rise in memory costs beginning in the second half of 2025, with the storage cost for the Pro 256GB model climbing approximately 400% compared to the same period last year.1 As a result, Apple is expected to raise prices on the new devices by 10-20%.1
The iPhone 18 Fold, featuring a new memory packaging architecture transitioning from InFO to WMCM and powered by TSMC's 2nm A20 Pro processor, is projected to have a starting price between $2,099 and $2,299, with premium configurations potentially exceeding $3,000.1 In contrast, the base iPhone 18 model will be delayed until the first quarter of 2027.1 Despite the expansion of Apple's foldable offering, global foldable phones are estimated to account for approximately 2% of the market in 2026.1
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