Apple is reportedly preparing to enter the foldable smartphone market with a device named the iPhone Ultra, which is expected to have similar dimensions to the Samsung Galaxy Z Fold 8. However, recent leaks suggest that manufacturing challenges could delay its release.
According to reports from DigiTimes, Apple's manufacturing partner Foxconn has encountered issues during mass production, particularly related to the durability of the folding screen and the hinge. These setbacks have required adjustments, leaving the launch timeline uncertain.
Despite rumours of delays, Bloomberg's Mark Gurman stated on 7 April that the iPhone Ultra remains on track for a September 2026 launch. Apple analyst Ming-Chi Kuo previously predicted a 2026 release, after earlier estimates for 2024 were missed due to challenges in eliminating the screen crease.
Hidden code in the first developer beta of iOS 27, discovered by Bloomberg on 9 June, includes references to folding states and angle degrees, suggesting active development. Additionally, Apple's State of the Union keynote at WWDC highlighted 'app adaptability' for varying screen sizes, further hinting at a foldable device.
Production yields are expected to be limited. Kuo estimates 8 million units for the initial run, while a Nikkei Asia report claims Apple has increased production to 10 million for the rest of 2026. A Barclays analyst suggested the iPhone Ultra could be announced in September but not released until December, similar to the iPhone X launch strategy.
