Apple Expected to Launch iPhones with 2nm Chips by 2026: Report

Apple analyst Ming-Chi Kuo has reaffirmed on Saturday that Apple is on track to introduce next-gen 2-nanometer (2nm) chips in its iPhones by late 2026.

Kuo shared an update on X, saying Taiwan Semiconductor Manufacturing Company (TSMC) is making strong progress with its 2nm technology. He noted that trial production yields reached 60–70% three months ago and have since improved significantly.

Here’s a timeline of what to expect for Apple’s chips and iPhones, based on Kuo’s analysis:

September 2025

• iPhone 17 lineup will be powered by TSMC’s improved 3nm chips using the N3P process, an improved version of its 3-nanometer chip technology, offering better performance and lower power usage compared to the earlier N3B process. It’s more cost-efficient to produce, making it ideal for Apple’s iPhone 17 lineup.
• This is a more efficient and powerful version of the 3nm tech used in iPhone 16.

Second Half of 2026

• iPhone 18 models are expected to feature Apple’s first 2nm chips, made by TSMC.

However, due to high production costs, not all iPhone 18 versions may get the 2nm chip. Some could stick with the 3nm generation.

The move to 2nm chips would mark a significant jump in performance and power efficiency for Apple devices, possibly boosting battery life and speed for future iPhones.

Kuo first made this prediction in 2024 and is now doubling down, pointing to steady progress at TSMC as a key sign Apple is on schedule.