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Apple Inc. (NASDAQ:<\/a>AAPL<\/a>) is reshaping its 2026 product roadmap around higher-margin premium devices as chip shortages<\/a> squeeze supply, signaling that hardware constraints, not demand, will drive its near-term growth.<\/p>\n The company is restructuring its 2026 hardware lineup. According to a Nikkei Asia report on Friday, the company will prioritize the production and shipment of its three highest-end devices, including its first-ever foldable iPhone and two premium models with upgraded cameras for a flagship launch in the second half of 2026.<\/p>\n Consequently, Apple has delayed the standard iPhone 18 rollout until the first half of 2027.<\/p>\n Don’t Miss:<\/p>\n During a Thursday earnings call, Apple executives confirmed that supply chain constraints are limiting their ability to meet the handset demand.<\/p>\n While CEO Tim Cook noted that surging memory prices had a \u201cminimal impact\u201d in the December quarter, he warned that the AI-driven memory shortage will have a bigger effect in the March quarter.<\/p>\n Finance chief Kevan Parekh told analysts that the company\u2019s revenue growth forecast of 13% to 16% accounts for these supply limitations.<\/p>\n To navigate the crunch, Apple is exploring \u201ca range of options\u201d to address skyrocketing memory costs.<\/p>\n Cook explained that the primary bottleneck stems from the availability of advanced manufacturing nodes at Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:<\/a>TSM<\/a>), where Apple is currently seeking 3-nanometer production, CNBC reported on Thursday.<\/p>\n