Report: iPhone Ultra to have incredibly limited availability at launch, may ship slightly later
Key Points:
- Apple’s first foldable iPhone, rumored as the iPhone Ultra, is expected to launch later this year with a 5.5-inch outside display and a 7.8-inch inside display, priced between $2300 and $2500.
- Supply will be extremely limited at launch, with only 0.5–1 million units available in the third quarter of 2026, making it difficult to purchase immediately and potentially delaying widespread availability until December.
- Total shipments for the foldable iPhone in the second half of 2026 are projected at 7–8 million units, significantly lower compared to 20–22 million units expected for the iPhone 18 Pro/Pro Max in the same period.
- Delivery times could extend to 4-6 weeks or longer, and scalping may drive prices 50-100% above retail during the initial launch phase.
- Supply constraints and high demand are anticipated to ease by the first quarter of 2027, providing a clearer picture of the foldable iPhone’s market reception.