Earlier this week, we heard about a report claiming that the foldable iPhone Ultra may not be released alongside the iPhone 18 Pro and iPhone 18 Pro Max. Instead, analyst Ming-Chi Kuo said it would likely be released a little later in the year due to supply issues — which is exactly what happened with the release of the iPhone X back in 2017.But a new report has refuted that assessment, claiming that the iPhone Ultra will land at the same time as its non-folding compatriots. According to China's Cailian Press, sources from the supply chain claim that a September delivery should be "no problem" and that "they have not heard" of any potential delay in release.Kuo's initial report suggested that the complex production would limit the availability of the iPhone Ultra following an official reveal at the September Apple event. Apparently, Apple would only have 0.5 to 1 million units ready to ship in Q3 2026, which is a fraction of the ten million units Apple is expected to ship over the course of the next 12 months. Kuo warned that this could lead to Apple pushing the official pre-order and release dates back to Q4. Such a limited supply would also likely lead to lengthy wait times and scalpers attempting to capitalize on the situation.But Cailian Press's sources paint a different picture. They claim that the iPhone Ultra's design has been finalized, and the companies involved are "currently in peak production season." That suggests that production on this year's iPhones is already underway and happening as expected.What's actually happening?
iPhone Ultra delay rumors shot down in new report — now Apple's first foldable phone may launch alongside iPhone 18 Pro after all
But will there be enough units to satisfy demand?













