The foldable iPhone Ultra might let down many eager customers.
iPhone Ultra supply issues may cause delays for some countries
Apple's initial foldable iPhone is nearing its anticipated September launch, but a recent report indicates that purchasing one may be more challenging than anticipated.
As noted by ChannelNews Australia, Apple could introduce the anticipated iPhone Ultra this fall while limiting the initial retail availability significantly. The report highlights concerns regarding supply, pricing, and production testing, suggesting that the U.S. may receive the first devices, while countries like Australia could experience delays of several months.
What does this limited launch mean for the iPhone Ultra?
ChannelNews reports that Australian carriers and a major retailer do not anticipate the foldable iPhone hitting local shelves alongside the rest of the iPhone 18 Pro lineup. Instead, initial stock may be allocated to the U.S. first, followed by other key markets like China.
Previous forecasts indicated that supply would be constrained. Industry analyst Ming-Chi Kuo estimated Apple might manufacture between 7 million and 8 million foldable iPhones in the latter half of 2026, with only 0.5 million to 1 million units expected for the third quarter. This represents a very limited launch inventory for a first-generation iPhone likely to generate significant interest.
Apple is already facing another supply challenge
The current DRAM shortage has reportedly hindered the production of the A20 Pro chip anticipated for the iPhone 18 Pro and iPhone 18 Pro Max. Apple has started testing DRAM from Chinese supplier CXMT to secure additional memory supply. If these reports are true, the company might encounter shortages for both its standard Pro models and its most ambitious new iPhone.
The expected pricing for the iPhone Ultra is over $2,000, indicating that its availability will not be as widespread as a regular iPhone. However, a U.S.-exclusive rollout followed by months of delays for other markets could be frustrating for customers eager to see Apple finally enter the foldable segment.
Nonetheless, the short and wide Galaxy Z Fold 8 has demonstrated the appeal of this foldable design. If Apple can resolve the remaining production challenges, the iPhone Ultra could become a successful product.
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The foldable iPhone Ultra might let down many eager customers.
Apple is reportedly encountering supply issues that may restrict the initial availability of its foldable iPhone to the U.S., causing delays of several months for other regions.