Apple iPhone Ultra Facing Severe Supply Shortages for September Launch: Report
Apple’s first foldable, the iPhone Ultra, faces severe supply shortages at its September launch, with production limited to 1 million units in Q3. Despite a high price point of up to USD 2,500, Apple remains optimistic, aiming for 10 million units total as it expands its flagship smartphone lineup.
Apple’s inaugural foldable device, the iPhone Ultra, is expected to encounter significant supply constraints upon its highly anticipated debut this September. Industry analysts suggest that prospective buyers may face severe stock shortages during the initial launch phase, as production volumes for the new handset remain considerably lower than those of the flagship iPhone 18 Pro and Pro Max models.
Apple Supply Chain Challenges for Foldable Launch
The upcoming release is drawing comparisons to the 2017 rollout of the iPhone X, which similarly experienced limited availability due to the complexities associated with introducing new display and biometric technologies. As per a report by Android Headlines, analyst Ming-Chi Kuo estimates that Apple may only be able to ship between 0.5 and 1 million units during the third quarter of 2026, representing roughly 10% of the company's total projected shipments for the period. Apple iPhone Ultra: What We Know So Far About Apple’s Rumoured Premium Flagship.
Ambitious Sales Targets
Despite the initial manufacturing hurdles, Apple appears to maintain a high degree of confidence in the long-term market reception of the device. The company is reportedly aiming for total production of 10 million units, an ambitious figure considering the device's rumoured premium price point, which is expected to fall between USD 2,000 and USD 2,500. This pricing strategy positions the iPhone Ultra as an ultra-luxury entry in Apple's ecosystem. Apple’s First Foldable iPhone Ultra Expected in September 2026: Here’s What To Expect.
Apple September Event (Expected Launch)
The iPhone Ultra is widely expected to be unveiled during Apple’s major product event in September, alongside the iPhone 18 Pro, iPhone 18 Pro Max, and the latest iteration of the Apple Watch. With limited initial stock, industry observers warn that consumers who fail to secure the device at launch may face significant wait times, potentially extending into early 2027. Whether the demand aligns with Apple's production optimism remains a key question for the mobile market in the coming months.
(The above story first appeared on LatestLY on Jul 06, 2026 07:23 PM IST. For more news and updates on politics, world, sports, entertainment and lifestyle, log on to our website latestly.com).
