Xin Lang Cai Jing·2026-01-21 12:42Core Viewpoint - Apple is adopting a "two releases a year" strategy for the iPhone 18 series, with different models being launched in two phases [1][4]. Group 1: Product Release Strategy - This fall, Apple will release the iPhone 18 Pro, iPhone 18 Pro Max, and iPhone Fold, while the standard version of the iPhone 18 is set to launch in spring 2027 [3][6]. - The phased release strategy is supported by TSMC's expansion plan for WMCM packaging capacity, which is expected to double to 120,000 wafers per month by 2027, up from approximately 60,000 wafers per month in 2026 [3][6][7]. Group 2: Technological Advancements - The iPhone 18 series will debut the A20 and A20 Pro chips, with the standard version featuring the A20 and the Pro series featuring the A20 Pro [3][6]. - Both chips will utilize TSMC's 2nm process technology, and the packaging method will shift from InFO to WMCM, allowing for greater integration of CPU, GPU, and neural network engine into a single package, enhancing flexibility [3][6].