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Apple September 9, 2026:
foldable iPhone, new CEO,
everything that changes this week.

Tim Cook stepped down after 15 years. John Ternus — the engineer behind the M-series chips and the Apple Silicon transition — is the new CEO. In two days Apple announces the iPhone 18 Pro, iPhone 18 Pro Max, and its first foldable device. iOS 27 and macOS Golden Gate follow days later. Here is everything happening.

Jarrit Hosking
Forge Vertical · Cape Town · September 7, 2026
Event September 9 9 min read
// The CEO change nobody saw coming — and everybody did

Tim Cook stepped down as Apple CEO after 15 years. In his first memo to employees as CEO, incoming chief John Ternus thanked staff for a warm welcome and expressed his vision for what comes next. Cook remains active as Executive Chair — the same structure Jobs used when he handed over to Cook in 2011. History rhymes at Apple.

Ternus is not a surprise choice. He has been the face of Apple's hardware engineering through the most consequential platform shift Apple has made since moving from PowerPC to Intel in 2006 — the Apple Silicon transition. The M-series chips, unified memory architecture, the decision to design Apple's own silicon rather than depend on Intel's roadmap — all of that happened under Ternus. He inherits the strongest hardware lineup Apple has ever shipped and an AI story still being written.

His first event as CEO is September 9. Ternus walks onto that stage having spent his career building the things Apple is about to announce.

What is being announced on September 9

// Chapter 01 — The full lineup
iPhone Ultra (foldable)
First ever
Apple's first foldable device. Book-style with a 5.5-inch outer OLED and 7.8-inch inner display — iPad-like when open. A20 Pro chip. Launch may slip to October due to constrained supply.
→ First new iPhone form factor since iPhone X in 2017
iPhone 18 Pro
Upgrade
A20 Pro chip on TSMC's 2nm process. Up to 18% faster, 30% more power efficient than A19 Pro. Variable aperture rear camera. Price increases expected due to memory shortages.
→ Same 2nm node as M6 chip announced August 25
iPhone 18 Pro Max
Upgrade
Same A20 Pro chip. Larger form factor. Standard iPhone 18 is not launching this year — delayed to spring 2027 alongside iPhone 18e and iPhone Air 2.
→ iPhone 18 standard delayed to spring 2027
Apple Watch Series 12 + Ultra 4
Upgrade
Annual Apple Watch refresh at the same event. Apple Watch SE is not being updated this year.
→ No Watch SE refresh in 2026
AirPods 5
Upgrade
Standard and ANC versions expected. AirPods Pro with cameras were heavily rumoured but will not appear — pushed to 2027.
→ AirPods Pro camera version delayed
iOS 27 / macOS Golden Gate
Software
Release candidate at the event. General availability expected as early as September 14. Also: iPadOS 27, watchOS 27, tvOS 27, visionOS 27.
→ All OS updates ship around September 14

The foldable iPhone — why it took Apple this long

// Chapter 02 — Nine years after Samsung

Samsung has been making foldable phones since 2019. Google launched the Pixel Fold in 2023. Apple announces its first foldable in September 2026. By Apple's own standards that is not late — that is deliberate.

Apple does not ship new form factors until it believes the technology is ready for its users. The first iPhone came years after the first touchscreen smartphones. The Apple Watch came years after the first smartwatches. In every case Apple waited until battery life, display quality, hinge mechanism, and software experience could meet a standard that would not embarrass the product in year one.

The book-style design — 5.5-inch outer, 7.8-inch inner — positions it closer to the Galaxy Z Fold than the Galaxy Z Flip. That is deliberate. Apple is making a productivity device, not a novelty. The iPad-like inner display is the pitch: one device that is a phone when closed and a tablet when open.

Seven years after Samsung shipped the first foldable, Apple has decided the technology meets its standard. That gap is not a failure to move fast. It is Apple's entire product philosophy.

The A20 Pro — what 2nm actually means

// Chapter 03 — The chip that makes everything possible

The M6 — Apple's chip announced August 25 — is the first built on TSMC's 2nm process. The A20 Pro in the iPhone 18 Pro uses the same node. Reports place it at up to 18% faster and 30% more power efficient than the A19 Pro.

The 30% efficiency improvement matters most for the foldable. The iPhone Ultra runs two displays simultaneously. A chip that runs 30% more efficiently than its predecessor is the difference between a foldable that needs charging twice a day and one that behaves like a normal phone. The 2nm process also expands the neural engine — the dedicated AI processor that handles on-device machine learning. Everything Apple Intelligence does in iOS 27 depends on neural engine throughput.

Why there is no standard iPhone 18 this year: Apple is deliberately separating the lineup — keeping high-margin flagship hardware in September and addressing the volume market in spring 2027 when the iPhone 18, 18e, and Air 2 can each have their own moment. The Pro models and the foldable are the entire September 2026 iPhone story.

iOS 27 and macOS Golden Gate

// Chapter 04 — The software

macOS Golden Gate continues Apple's California landmark naming tradition. iOS 27 ships with the new iPhones and introduces iPhone Handoff — the ability to switch between two iPhones using the same phone number on each device. That feature makes particular sense in a world where someone carries both a foldable and a traditional iPhone.

Based on historical release patterns, iOS 27 and all companion OS updates arrive around September 14 — one week after the announcement. Developers get release candidates immediately at the event.

John Ternus — what changes under new leadership

// Chapter 05 — After Cook

Cook's 15 years transformed Apple from a company that made great products into the largest market capitalisation in history with a services business generating tens of billions annually. Cook was the operations architect. Ternus is the hardware engineer.

The Apple Silicon transition — which Ternus led — is the most consequential hardware decision Apple has made since Jobs returned in 1997. It is why Apple's Mac lineup outperforms any Intel-based competitor and why the iPhone's performance advantage over Android keeps growing. Ternus inherits the machine Cook built and adds the perspective of someone who understands at a deep level what the hardware can do.

// Apple CEO timeline Steve Jobs: 1997–2011 (14 years) · Tim Cook: 2011–2026 (15 years) · John Ternus: 2026–present. Three CEOs in 29 years. Apple does not change leaders often. When it does, the transition has always been planned.
2nm
A20 Pro chip process
18%
Faster than A19 Pro
30%
More power efficient
7.8"
Foldable inner display
15yr
Tim Cook's tenure
Written by
Jarrit Hosking
Forge Vertical · Cape Town · September 7, 2026