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Kuo: iPhone Ultra may have limited supply at launch and ship later

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Siddharth 06 July 2026

Apple iOS Rumors

The iPhone Ultra, Apple’s foldable phone, is rumored to go official in September alongside the iPhone 18 Pro lineup. However, a new report suggests the foldable iPhone won't be available for pre-orders immediately after its unveiling, with shipments likely to begin at a later date.

According to analyst Ming-Chi Kuo, the iPhone Ultra will be available in limited quantities at launch due to manufacturing challenges. As a result, pre-orders are expected to begin later than those for the iPhone 18 Pro and iPhone 18 Pro Max.

Kuo: iPhone Ultra may have limited supply at launch and ship later

Kuo says Apple could begin shipping the foldable iPhone in the fourth quarter of 2026. Despite its expected price tag of $2,300 to $2,500, the analyst believes the iPhone Ultra will sell out immediately once it goes on sale.

Limited supply could also drive scalpers to resell the device at premiums of 50 to 100 percent above its retail price. Kuo estimates Apple will ship around 7-8 million units of the foldable iPhone by the end of 2026.

Notably, a recent report claimed that Apple has increased its 2026 production target for the iPhone Ultra to around 10 million units.

The iPhone Ultra is rumored to offer a 7.76-inch main screen and a 5.49-inch cover display. It is said to be powered by Apple’s upcoming A20 Pro chipset and pack 12GB of RAM. The foldable is also expected to offer a 5,500mAh battery.

Source

Related articles
  • Foldable iPhone Ultra production target reportedly climbs to 10 million units Foldable iPhone Ultra production target reportedly climbs to 10 million units
  • iPhone 18 Pro series, foldable iPhone likely to debut on September 8 iPhone 18 Pro series, foldable iPhone likely to debut on September 8
  • Foldable iPhone Ultra dummy appears in black finish Foldable iPhone Ultra dummy appears in black finish
  • Here's when Apple is starting mass production of the iPhone Ultra Here's when Apple is starting mass production of the iPhone Ultra

Reader comments

C
  • Carol-
  • 3dn
  • 11 Jul 2026

You're right. Not many people are smart enough to see the bigger picture. In a world where everything is upside down, standing up might be "the problem". 😉

  • Reply
C
  • Carol-
  • 3dn
  • 11 Jul 2026

In my opinion, you are confusing normal marketing and financial distribution with dictatorial corporations that do not simply have customers. They enslave consumers and use them as cogs in their profit-making apparatus while blocking innovation and h...

  • Reply
o
  • oo Ruly oo
  • txp
  • 10 Jul 2026

It looks to me the treatment beyond the device ability to survive. If I were him I would have treated the device really well. It is just not because the device is expensive but it is foldable one where the crease, inside screen which is soft and hing...

  • Reply
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Total reader comments: 38

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