MacRumors reported that Jefferies analyst Edison Lee now believes Apple’s rumored all-glass iPhone project has been scrapped. The note points to supply-chain issues and weak manufacturing yields as the likely cause.
The report frames the all-glass model as a major redesign that had been expected around the iPhone’s 20th anniversary. It also says the apparent decision could affect Apple’s broader pricing strategy for future high-end iPhones.
If accurate, this would mark a setback for one of the most ambitious iPhone redesign ideas in years. It may also suggest Apple is being more cautious about costly new hardware changes as component expenses rise.
High confidence on the source details because the article directly attributes the claim to Jefferies analyst Edison Lee and MacRumors is summarizing that reporting. Still, this is third-party analysis, so it should be treated as reported rather than confirmed.
Start with the primary evidence, then review supporting sources and context.
“Apple's All-Glass 20th Anniversary iPhone Reportedly Canceled Monday August 10, 2026 9:14 am PDT by Hartley Charlton Apple's rumored all-glass iPhone expected to mark the device's”
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