Apple cancels all-glass iPhone design for 20th anniversary
Jefferies analyst cites high costs and low yields as reasons for shelving the ambitious redesign.
120th anniversary iPhone design shelved
Jefferies analyst Edison Lee reported that Apple has canceled its all-glass iPhone design project meant for the 20th anniversary. Rumored to be in development since 2025 with a planned 2027 release, this cancellation contributed to the firm's downgrade of Apple's stock rating. While Apple never commented on the speculation, it did file a patent for a 'six-sided glass enclosure' in 2019.
2Low production yields led to cancellation
Analyst Lee cited supply chain checks indicating the project was scrapped due to low manufacturing yields. Considered a crucial step for introducing higher-priced iPhone models, this cancellation represents a significant strategic setback. The device was expected to carry an average retail price of $2,060, substantially higher than current flagship models.
3Premium pricing strategy takes a hit
Jefferies' report suggested the glass design was planned to extend to Pro and Pro Max models, boosting average selling prices and margins. However, rising memory costs and production challenges forced Apple to abandon the project. The analyst believes this weakens Apple's position in the ultra-premium smartphone segment against competitors.
4Stock downgrade reflects concerns
Jefferies downgraded Apple stock to 'Underperform,' citing three main factors: the canceled iPhone design, Apple's AI strategy, and rising component costs for iPhone 19 Pro. The analyst emphasized these elements could negatively impact short-term financial performance, especially in key markets like China where premium devices drive significant revenue.
5Design future remains unclear
Lee's note didn't specify whether the entire redesign was scrapped or just certain elements. Industry watchers have long doubted Apple's ability to fully remove the Dynamic Island cutout by 2027, making a 'fully glass' display unlikely. However, rumors persist about other design elements like quad-curved edges potentially surviving the cancellation.
6Broader industry implications
Apple's decision may ripple through its supply chain, particularly affecting specialized glass manufacturers who may need to revise revenue projections. The move could also shift competitive dynamics in the premium smartphone market, creating opportunities for Samsung and other rivals to fill the innovation gap with their own high-end designs.
7Consumer reaction in focus
Industry observers will closely watch how Apple's loyal customer base responds to this cancellation. The company's premium segment buyers particularly value design innovation. The impact on brand perception and sales will become clearer in coming quarters, especially in critical markets like China where design differentiation matters most.
8Innovation challenges ahead
This development raises questions about Apple's ability to deliver radical design innovations amid rising costs and supply chain constraints. The company may need to focus on other areas to enhance user experience, potentially shifting attention to software improvements or new materials that offer better cost-performance ratios for future models.
Original article: 9to5Mac — Apple'ın tamamen cam iPhone tasarımı iptal edildi