Notably, analyst Ming-Chi Kuo of TF International Securities has suggested that the iPhone Ultra could "repeat the iPhone X story" — announced in September but with pre-orders not opening until late in the fourth quarter of 2026 . In July 2026, 9to5Mac reported that Foxconn was still making "final adjustments" to the manufacturing process, leaving the exact launch timing unclear
.
Despite these concerns, other supply chain sources have reported that mass production has begun and that the device is on track for a September launch . The consensus view is that the unveiling will happen in September, but actual retail availability may be limited or delayed
.
The iPhone Ultra is expected to use a book-style folding design similar to the Samsung Galaxy Z Fold series . Key display details include:
Samsung Display is reportedly the exclusive supplier of the foldable OLED panels, having begun production in late June 2026 .
The iPhone Ultra is expected to be Apple's most expensive iPhone to date. The starting price is widely estimated between $2,000 and $2,500, with several sources landing on $2,299 to $2,300 as a likely base price . Ming-Chi Kuo places the starting price between $2,000 and $2,500, a range that aligns with Bloomberg's Mark Gurman
. Lower storage configurations may start around $1,999, while higher-tier models could reach $2,900 or more
.
Apple's production plans for the iPhone Ultra have been a source of conflicting reports throughout 2026. Early in the year, The Elec reported that Apple had lowered its initial expectations to around 3 million units . However, by July 2026, Nikkei Asia reported that Apple had told suppliers to prepare approximately 10 million units for 2026, up from earlier forecasts of 7–8 million
. This revised target signals growing confidence and suggests that earlier hinge and circuit board manufacturing issues may have been resolved
.
Apple has also booked parts for roughly 80 million smartphones for the second half of 2026, covering the iPhone 18 Pro, iPhone 18 Pro Max, and the foldable iPhone Ultra . Some suppliers have been told to expect orders for as many as 85 million new iPhones in that period
.
Analyst Ming-Chi Kuo has forecast that foldable iPhone shipments could reach 20 to 25 million units in 2027 if the 2026 launch proves successful .
It is essential to note that Apple has not officially confirmed any details about a foldable iPhone. All information above is based on leaks, supply chain reports, and analyst rumors. The ChannelNews report about a US-only initial rollout is very recent (August 13, 2026), and while it has been corroborated by multiple reputable Apple news outlets, it remains an unconfirmed claim from a single Australian outlet citing unnamed carrier and supplier sources . Readers should treat these details as informed speculation until Apple makes an official announcement.