Rising component costs for TSMC’s 2nm silicon and DRAM/NAND memory, driven by AI infrastructure demand and global shortages, are pushing analyst consensus toward a substantial price increase for the iPhone 18 Pro lineup expected in September 2026. GF Securities’ Jeff Pu projects a $250–$300 hike that could set the 256 GB base model near $1,350–$1,400, while Bloomberg’s Mark Gurman anticipates a more moderate $100–$200 adjustment aligned with recent Mac and iPad moves. Apple’s September launch timing, alongside the first foldable iPhone, remains the key catalyst; any confirmed pricing in the keynote or supply-chain updates could quickly shift trader sentiment on the final starting cost.