iPhone 20 Glass-Centric Design Survives: Gurman Debunks Cancellation Report

iPhone 20 glass-centric design concept render curved glass body 20th anniversary Apple 2027 V73 V74 Pro models
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Just as the tech world was mourning the death of Apple's most ambitious iPhone design in years, a new report has pulled it back from the grave.

On Monday, Jefferies analyst Edison Lee sent shockwaves through Wall Street, claiming Apple had canceled the "all-glass" 20th-anniversary iPhone due to poor production yields. But barely 24 hours later, Bloomberg's Mark Gurman one of the most reliable Apple prognosticators has pushed back, stating that a "glass-centric" iPhone 20 remains very much on track for 2027. The Pro models, internally codenamed V73 and V74, will feature glass curving into the sides with a thin metal band in the middle.

Quick Answer: The iPhone 20 is still happening, but not in its most extreme "all-glass" form. According to Gurman, the design includes under-display Face ID, solid-state buttons, and no charging port.

Why This Matters:

  • 850 million iPhone users are stuck without Apple Intelligence they need new hardware

  • 1.3 billion older iPhones are due for an upgrade by September 2027

  • The glass-centric design could be the biggest iPhone redesign since the iPhone X

  • Conflicting analyst reports created stock volatility this clarification matters for investors

Two Reports, Two Futures: Which One Is Right?

The confusion began when Jefferies analyst Edison Lee downgraded Apple stock to "Underperform" based on supply chain checks. Lee wrote that Apple had canceled the all-glass iPhone 20 due to "low yield" in production, a move that would undermine Apple's ability to raise average selling prices.

But Gurman, citing people familiar with Apple's plans, offered a different picture. He acknowledged that Apple had explored a more ambitious glass design but confirmed that the 20th-anniversary iPhone will still make "heavy use of glass."

JEFFERIES REPORT VS. BLOOMBERG/GURMAN ANALYSIS
ASPECT JEFFERIES REPORT (AUG 10) BLOOMBERG/GURMAN (AUG 11)
Status Canceled On track
Reason Low production yields Design scaled back, not scrapped
Design "All-glass" abandoned "Glass-centric" with metal band
Impact Negative for Apple stock Design still happening

What the iPhone 20 Will Actually Look Like

According to Gurman, the iPhone 20 Pro models internally codenamed V73 and V74 will feature a glass-heavy design with the material curving into the sides of the device. A thin metal band will run through the middle, sandwiching the front and rear glass panels.

The original, more ambitious design would have used substantially more glass across the device. That version was reportedly abandoned earlier in development due to production challenges. However, the revised design still represents a significant departure from current iPhones.

Key design elements of the iPhone 20 Pro (V73/V74):

  • Front and rear glass curving into the sides

  • Thin metal band in the middle for structural integrity

  • No notch or Dynamic Island (under-display Face ID and camera)

  • Solid-state buttons replacing physical volume controls

  • No charging port (relying on MagSafe wireless charging)

The Hidden Problem Behind the Glass Design

The challenge is not whether Apple can create a glass-centric iPhone it's whether they can produce it in large volumes without sacrificing durability or yield. Gurman's sources indicated that Apple struggled with production methods for the more ambitious all-glass version, forcing a compromise. The metal band isn't a design choice it's a necessity.

Comparison: iPhone X vs. iPhone 20 (The Major Redesigns)
FEATURE IPHONE X (2017) IPHONE 20 (EXPECTED 2027)
Design shift Notch, OLED, Face ID Glass-centric, under-display Face ID, no ports
Buttons Physical Solid-state
Charging Lightning MagSafe only
Display Notched Bezel-less
Anniversary 10th (skipped iPhone 9) 20th (skipping iPhone 19)
Ambition Radical for 2017 Radical for 2027

[CMS: Create an infographic comparing iPhone X (2017) vs iPhone 20 (2027) side-by-side with key design features highlighted. Include: notch vs. no notch, physical buttons vs. solid-state, Lightning vs. MagSafe. Source: Apple / PhoneArena.]

The 20th Anniversary Context: Skipping iPhone 19

Apple is expected to skip the iPhone 19 name, just as it skipped the iPhone 9 in 2017 to launch the iPhone X. The iPhone 20 will celebrate the actual 20th anniversary of the original iPhone, which launched in June 2007.

Jony Ive, Apple's former Senior Vice President of Industrial Design, originally envisioned a "buttonless glass slab" for the first iPhone. While that was too ambitious for 2007, the hope has been that it would be achievable by 2027. The iPhone 20 represents the closest Apple has come to realizing that vision.

Why This Matters: The Upgrade Supercycle

Wall Street analysts believe the iPhone 20 could trigger a massive upgrade cycle. Approximately 1.3 billion older iOS devices are due for an upgrade by September 2027. Of those, around 850 million lack the hardware support for Apple Intelligence, meaning they cannot run the new Siri AI features coming with iOS 27.

IPHONE 20 UPGRADE MARKET & DEMAND POTENTIAL
SEGMENT DEVICES POTENTIAL IMPACT
Total active iOS devices due for upgrade 1.3 billion Huge upgrade opportunity
Devices lacking Apple Intelligence support 850 million Will need new hardware for AI features
iPhone 20 target audience Hundreds of millions Glass-centric design as differentiator

The iPhone 20's radical new design could be the catalyst that convinces hundreds of millions of users to upgrade, especially those who have been holding onto older devices.

What Remains Unclear

  • Will the iPhone 20 be called "iPhone 20" or something else? While most reports use "iPhone 20," Apple could opt for a special anniversary name.

  • What about the non-Pro models? Gurman's reporting focuses on the Pro models (V73/V74). It's unclear if the standard iPhone 20 will also feature the glass-centric design.

  • When will we see it? The iPhone 20 is expected in September 2027, with the iPhone 18 series coming in September 2026 and the iPhone Air in spring 2027.

  • Will the foldable iPhone Ultra launch first? Apple is rumored to introduce its first foldable iPhone, possibly as the "iPhone Ultra," in September 2026.

[CMS: Create a timeline infographic showing the iPhone 20 development journey   from initial concept (2024) to cancellation rumor (Aug 2026) to Gurman's clarification (Aug 2026) to expected launch (Sept 2027). Source: Bloomberg / PhoneArena.]

What This Means for You

  • If you're waiting for a radical iPhone redesign: The iPhone 20 is still happening. It may not be the "all-glass" dream some hoped for, but it will be the most significant design change since the iPhone X.

  • If you're planning to upgrade in 2026: The iPhone 18 series will be impressive, but the iPhone 20 in 2027 will be the bigger leap.

  • If you're an Apple investor: Monitor Apple's supply chain reports for glass manufacturer orders. If orders increase, the glass-centric design is on track. If they decrease, expect another delay.

  • If you're on an older iPhone: With 850 million devices lacking Apple Intelligence, the iPhone 20 might be the upgrade you've been waiting for.

FAQ

Q: Did Apple cancel the all-glass iPhone 20?
Jefferies analyst Edison Lee claimed it was canceled due to low production yields. However, Bloomberg's Mark Gurman reports that a "glass-centric" version is still on track for 2027.

Q: How does the glass-centric design affect durability? Will it crack more easily?
Apple is expected to use a new ceramic shield material that is stronger than current glass. However, the glass-curving into the sides may make the phone more susceptible to edge cracks.

Q: What does "glass-centric" mean?
The iPhone 20 Pro models will feature glass on both the front and back, curving into the sides with a thin metal band in the middle.

Q: Will the iPhone 20 have a notch or Dynamic Island?
No. The iPhone 20 is expected to have under-display Face ID and a front-facing camera, resulting in a completely bezel-less display.

Q: Will the iPhone 20 have a charging port?
No. Apple is expected to eliminate the charging port entirely, relying on MagSafe wireless charging.

Q: When will the iPhone 20 be released?
The iPhone 20 is expected to launch in September 2027, celebrating the 20th anniversary of the original iPhone.

Q: What are the internal codenames for the iPhone 20 Pro models?
The two Pro models are internally known as V73 and V74.

Q: Should I wait for the iPhone 20?
If you're on an older iPhone and want Apple Intelligence features, the iPhone 18 or iPhone 20 will both support them. The iPhone 20 will be the more radical redesign.

Your Opinion

Apple's iPhone 20 is expected to be glass-centric, with no ports, no buttons, and a bezel-less display. Would you buy a phone with no charging port?

Share your thoughts:

  •  Yes, wireless charging is fine

  •  No, I need a physical port

  •  Only if MagSafe is fast enough

source:Apple will have a "glass-centric" iPhone 20 after all says Bloomberg's Gurman

 

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