Was the all-glass iPhone cancelled?
DisputedOn August 10, 2026, Jefferies analyst Edison Lee said the all-glass iPhone had been cancelled because of low manufacturing yield, calling it a "major setback" to Apple's push toward higher-priced iPhones. Apple's stock dropped on the note. One day later, Bloomberg reported that Apple is still planning a glass-centric overhaul for the 20th anniversary, directly countering it.
Our read: As MacRumors points out, it is unclear whether Lee was describing the end of the entire redesign or only its all-glass display component. Gurman's explanation, as MacRumors relays it, is that Lee was likely describing a more ambitious all-glass design that was scrapped early on. A genuinely seamless glass front may never have been realistic, while other elements such as the quad-curved chassis could still be on track.
- Edison Lee· Jefferies (Analysts & trade press)
- Bloomberg (Strong track record)
- MacRumors (Analysts & trade press)
MacRumors: all-glass iPhone reportedly canceled ↗MacRumors: glass-centric iPhone still planned for 2027 ↗MacRumors: all-glass iPhone on track ↗