Citi names key Apple supply chain gainers before iPhone 18 debut

What Brokers Say Tech Written by: Ian Lyall 14:30 Fri 04 Sep 2026 --> Edited by: Jamie Ashcroft Disclaimer No investment advice About this content Editorial Standards & Policies Share article About this content × About Ian Lyall Ian Lyall, a seasoned journalist and editor, brings over three decades of experience to his role as Managing Editor at Proactive. Overseeing Proactive's editorial and broadcast operations across six offices on three continents, Ian is responsible for quality control, editorial policy, and content production. He directs the creation of 50,000 pieces of real-time news, feature articles, and filmed interviews annually. Prior to Proactive, Ian helped lead the business output at the Daily... Read more About the publisher Proactive financial news and online broadcast teams provide fast, accessible, informative and actionable business and finance news content to a global investment audience. All our content is produced independently by our experienced and qualified teams of news journalists. Proactive news team spans the world’s key finance and investing hubs with bureaus and studios in London, New York, Toronto, Vancouver, Sydney and Perth. We are experts in medium and small-cap markets, we also keep our community up to date with blue-chip companies, commodities and broader investment stories. This is content that excites and engages motivated private investors. The team delivers news and unique insights across the market including but not confined to: biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto and emerging digital and EV technologies. Use of technology Proactive has always been a forward looking and enthusiastic technology adopter. Our human content creators are equipped with many decades of valuable expertise and experience. The team also has access to and use technologies to assist and enhance workflows. Proactive will on occasion use automation and software tools, including generative AI. Nevertheless, all content published by Proactive is edited and authored by humans, in line with best practice in regard to content production and search engine optimisation. Apple Inc ( NASDAQ:AAPL XETRA:APC ) View Price & Profile Citi names key Apple supply chain gainers before iPhone 18 debut Published: 14:30 04 Sep 2026 BST Apple Inc (NASDAQ:AAPL, XETRA:APC) was the focus of a supply-chain preview from Citi on Friday, highlighting the upcoming iPhone 18 family as a key catalyst for component suppliers. With shares trading at $328.21, the iPhone 18 lineup is expected to launch on 9 September , featuring Pro models priced roughly $200 higher than their predecessors. At the centre of the preview is the tech giant's first foldable device, likely to be called the iPhone Ultra, which the bank expects to have a starting price above $2,000. That foldable flagship is projected to feature dual front and dual rear cameras alongside an inner foldable display fitted with an ultra-thin glass and OLED cover. Major hardware upgrades across the range could include A20 chips, an Apple-designed modem, and a variable-aperture main camera for the Pro and Pro Max models. Following supply-chain underperformance during the June to August restocking period, the note states that the sector is likely to see a rally before launch and potential profit-taking afterwards. Suppliers tied to the foldable device may face tight initial component supply and extended lead times, particularly for batteries, vapour chamber heatsinks, and structural parts. Within the production network, Citi highlighted a preference for major share and content gainers such as Lens Tech, Lingyi, Amphenol, Largan, Sunny, AAC, Alps Alpine, Kioxia, Luxshare, and TSMC. Crucial upcoming catalysts for the sector include initial sales and shipping schedules, as well as subsequent supply chain order adjustments. Continue reading