Apple's highly anticipated foldable iPhone, tentatively named iPhone Ultra or iPhone Fold, may launch with extremely limited supply, according to analyst Ming-Chi Kuo. Initial production is estimated between 500,000 and 1 million units when it debuts in late Q3 2026. While demand is expected to be massive, manufacturing complexity will constrain early availability.
Manufacturing challenges reminiscent of iPhone X
Kuo compares the situation to the iPhone X launch in 2017, which suffered slow production due to its OLED all-screen display, notch, and TrueDepth FaceID camera. The iPhone Ultra introduces several innovations: a flexible OLED display, a laser-drilled metal support plate to distribute stress, and a nearly invisible hinge assembly. These advanced components require intricate assembly processes that will initially limit output.
Sponsored Protocol
After the first quarter, Apple is expected to ramp up production, shipping 7 to 8 million units by the end of 2026. However, early months will see scarce supply, leading to immediate sellouts and wait times of six weeks or longer. Kuo predicts a short-term resale premium due to limited availability, recognizable design, and innovative user experience.
Technical specs and high price tag
The foldable iPhone is rumored to feature a 5.5-inch external display and a 7.8-inch internal display, slightly smaller than an iPad mini. When unfolded, it will be squarer and wider than Samsung's Galaxy Z Fold 7. The price could reach up to $2,500, yet demand remains strong thanks to its unique form factor and Apple's ecosystem.
Sponsored Protocol
Kuo based his report on discussions with carriers, sales channels, and resellers. However, Apple has not officially confirmed the device. Clues from iOS 27 beta include terms like foldState and angleDegrees, plus a variable for the number of built-in displays. These suggest a launch is near.
Comparison with other Apple products
Similar to the iPhone 17 Pro Max, Apple may adopt a phased release strategy, starting with limited stock and increasing production later. The initial scarcity mirrors the situation with Wi-Fi 7 routers, as detailed in our recent test.
For more background on foldable smartphones, see the Wikipedia entry.
Source: https://www.engadget.com/2208210/apple-foldable-iphone-may-be-in-short-supply-after-it-launches
