Apple(US:AAPL) Gulf Business·2026-01-21 06:52Core Insights - Apple Inc. is initiating a significant transformation of the iPhone, introducing new form factors and altering launch schedules to expand its premium lineup [2][3][23] Product Strategy - The company is doubling down on its flagship product amidst scrutiny over its reliance on the iPhone and competition in emerging technologies [3][4] - A new staggered release strategy will see the launch of high-end models, including the iPhone 18 Pro, iPhone 18 Pro Max, and a foldable iPhone in fall 2026, followed by lower-cost models in early 2027 [5][6][18] - The iPhone Air's launch has been delayed to 2027 to accommodate hardware upgrades, reflecting a shift in Apple's product positioning [7][12] Market Expectations - Analyst Jeff Pu forecasts a 2% increase in iPhone shipments to approximately 250 million units in 2026, potentially boosting Apple's market share to 21% in a declining smartphone market [10] - The iPhone 18 Pro models are expected to closely resemble the iPhone 17 Pro lineup, with chipset improvements as the main upgrade, while the foldable iPhone is anticipated to be a significant addition [11][19] Design Innovations - The foldable iPhone is expected to feature a book-style design with an external display and Touch ID, utilizing ultra-thin glass and a titanium casing to minimize screen creasing [16][20] - The iPhone 18 Pro and Pro Max may see design refinements, including potential changes to the Dynamic Island and new color options [21][22] Broader Product Pipeline - Apple's evolving iPhone strategy coincides with a robust product pipeline, including major smart home devices, updated Macs, and refreshed iPads expected in 2026 [14][15]