Industry observers emphasize that staggered launches can reduce production pressure and improve component availability while smoothing revenue recognition across quarters.

The expanded lineup could reach up to eight models by the end of 2026, including variations like 16e, iPhone Air, and a foldable, driving a staggered release to differentiate products and extend sales windows.

Market and supply-chain considerations suggest launching fewer models at once to mitigate manufacturing hurdles, particularly with a potential foldable on the horizon.

Delays are tied to new display and camera technologies, including rumors of an uninterrupted display with under-screen components.

The shift is framed as prioritizing Pro models initially, which could frustrate buyers who want timely access to a cheaper, standard model.

Additional motivation for a split plan includes smoothing revenue seasonality, enabling a clearer price ladder with Pro-first positioning, and aligning with new form factors.

Apple is reportedly testing a two-stage iPhone cycle for 2026 and 2027, with Pro models debuting in fall 2026 and the standard iPhone 18 delayed to spring 2027, marking the first split flagship timeline since the iPhone 13 era.

This shift would delay the calendar-year standard flagship, making the iPhone 17 the latest non-Pro model in over 18 months.

A longer design cycle may help Apple manage supplier risk amid complex and costly advanced components.

Two main reasons cited for the split: reducing manufacturing and logistics strain from an expanding lineup and managing complexity if a foldable enters the lineup.

A split schedule could help manage ramp-up challenges if a foldable enters the lineup, by limiting simultaneous component demand.

Analysts cite supply-chain and manufacturing benefits from spacing releases, such as easing bottlenecks, securing components for advanced tech, and balancing quarterly revenue.