Apple(US:AAPL) Huan Qiu Wang Zi Xun·2025-10-26 02:49Core Insights - Apple is planning a significant memory upgrade for the iPhone 18 series, set to be released in 2026, as part of its strategy to adapt to the AI era in devices [1][3] Group 1: Memory Upgrade Details - Currently, only the Pro version of the iPhone 17 features 12GB of memory, while the standard version remains at 8GB. This differentiation will be eliminated in the iPhone 18 series, with all four models expected to have a unified configuration of 12GB [3] - Apple has requested Samsung to significantly increase the supply of LPDDR5X memory chips, which are essential for the iPhone 18 series [3] - The upgrade is driven by the increasing complexity of AI processing on devices, which requires higher memory bandwidth and capacity for applications like large language models and image generation [3] Group 2: Impact of the Upgrade - The memory upgrade is expected to enhance the efficiency of AI applications on devices, allowing users to run complex AI tasks more smoothly on their phones [3] - This change will also narrow the performance gap between the standard and Pro versions of the iPhone, providing consumers with a more uniform user experience [3] Group 3: Release Timeline - The iPhone Air 2, iPhone 18 Pro, iPhone 18 Pro Max, and the first foldable iPhone are scheduled to debut in the fall of 2026, while the standard iPhone 18 and the rumored iPhone 18e will be released in the first half of 2027 [4]