Apple's Foldable 'iPhone Ultra' May Launch Weeks After iPhone 18 Pro Models

Executive Briefing

• Analyst Ming-Chi Kuo predicts Apple will unveil the foldable iPhone Ultra alongside iPhone 18 Pro in September 2026
• Manufacturing challenges will delay pre-orders until Q4 2026, mirroring the iPhone X's six-week delayed launch in 2017
• Estimated starting price of $2,299–$2,499 could trigger immediate sellouts with 4–6 week delivery lead times
• Apple suppliers will ship only 7–8 million foldable units in 2026, versus 20–22 million iPhone 18 Pro models combined