Apple’s foldable iPhone Ultra may launch with extremely limited early supply

Apple’s first foldable iPhone, rumored to launch as the iPhone Ultra, may be announced this fall alongside the iPhone 18 Pro lineup, but extremely limited early production could delay preorders and retail availability. Analyst Ming-Chi Kuo expects only 0.5 to 1 million units to be ready for Apple’s usual September window, compared to over 20 million units for the standard Pro models. The situation mirrors the iPhone X launch, where major hardware changes forced Apple to push sales weeks beyond the announcement. The foldable iPhone is expected to cost around $2,300 to $2,500 and could sell out instantly, with delivery estimates stretching into December. Apple is reportedly confident enough to already plan a second-generation foldable for 2027, but the first model may face severe scarcity and strong scalper activity.

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