Apple's Foldable iPhone Ultra
Apple's foldable iPhone Ultra may face supply shortages after its Q3 2026 launch, with production limited to 500,000-1 million units initially, despite high demand and a price tag of $2,300-$2,500.
Key points
- Apple's iPhone Ultra, its first foldable smartphone, is expected to launch in late Q3 2026 with limited supply due to manufacturing challenges.
- Analyst Ming-Chi Kuo predicts initial production of 500,000 to 1 million units, with 7-8 million units shipped by the end of 2026.
- The iPhone Ultra's price is expected to be $2,300-$2,500, roughly double the price of the iPhone 17 Pro Max.
- High demand is anticipated, with Kuo expecting the device to sell out immediately after pre-orders open, and lead times of up to six weeks or longer through December.
- The iPhone Ultra's launch may be slightly delayed, with shipping starting about a month after its announcement in September.
Apple is set to launch its first foldable smartphone, the iPhone Ultra, in late Q3 2026. However, the device may face supply shortages due to manufacturing challenges. Analyst Ming-Chi Kuo predicts that Apple will only be able to produce 500,000 to 1 million units initially, despite high demand. The iPhone Ultra is expected to be priced at $2,300-$2,500, roughly double the price of the iPhone 17 Pro Max. Kuo expects the device to sell out immediately after pre-orders open, with lead times of up to six weeks or longer through December. The iPhone Ultra's launch may be slightly delayed, with shipping starting about a month after its announcement in September.
Sources
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