The foldable iPhone may be in short supply upon release
Key Points:
- Analyst Ming-Chi Kuo predicts strong demand for Apple's rumored foldable iPhone Ultra but expects production to be limited to 500,000 to 1 million units shortly after its anticipated launch later this year due to manufacturing challenges.
- The foldable iPhone Ultra's advanced design is expected to cause production delays similar to those experienced with the iPhone X launch in 2017, with official sales and pre-orders likely starting later than the initial announcement.
- Rumors suggest the iPhone Ultra will feature a 5.5-inch folded display and a 7.8-inch unfolded screen with a 4:3 aspect ratio, resembling an iPad, and will be unveiled alongside the iPhone 18 Pro models at Apple's September event.
- Kuo estimates that production will ramp up by late 2026, with suppliers shipping 7 to 8 million iPhone Ultras in that year and 20 to 22 million iPhone 18 models, despite the Ultra's expected high starting price of $2,299 to $2,499.
- The foldable iPhone Ultra is anticipated to sell out immediately after pre-orders open, reflecting strong consumer interest despite its premium price point.