Apple Foldable iPhone (likely named iPhone Ultra or iPhone Fold). This device is expected to be Apple's most expensive phone ever, with pricing estimated between $2,000 and $2,500 in the US . Some analysts at investment banking firm UBS believe Apple's cost discipline could allow for a lower starting price of $1,800–$2,000
. Counterpoint Research predicts that Apple's entry into the market will push the average selling price of all foldable phones up by 18% in 2026, to about $1,485
.
Four main cost pressures are converging to drive these price hikes:
TSMC 2nm silicon costs. Apple is moving its A20 Pro chip to a first-generation 2nm manufacturing process from TSMC. Wafer prices for such leading-edge nodes have risen sharply, making this the second-largest contributor to the cost increase .
DRAM and NAND memory inflation. This is the single biggest factor. AI data centers have consumed massive amounts of memory and storage chips, creating a global shortage that some in the industry have dubbed "RAMageddon" . As a result, NAND flash costs for the iPhone 18 Pro Max are estimated to exceed $250 per device—roughly half the entire BOM of the iPhone 17 Pro Max
. DRAM pricing is also climbing sharply
.
Camera and other component costs. The camera module for the iPhone 18 Pro is expected to cost Apple roughly 50% more than the current hardware, driven by higher-resolution sensors and new optical technology .
General inflationary pressure. Apple CEO Tim Cook warned that the memory and storage cost increases were "unavoidable" and flagged price hikes across Apple's entire lineup—including Macs, iPads, and HomePods—as a precursor to the iPhone 18 Pro increases .
The consensus among multiple major sources points to a well-defined launch timeline, consistent with Apple's historical patterns:
It is important to note that the standard iPhone 18 (non-Pro) is not expected in September; it has reportedly been delayed to spring 2027 . The foldable iPhone Ultra is expected to launch alongside the Pro models at the same September event
.