Apple’s Foldable Could Arrive on Schedule as Foxconn Hires Temporary Workers to Ramp up Production
Apple has lifted its foldable order to 10 million units and is preparing about 80 million phones across its late-2026 lineup, Nikkei Asia said.
- Apple has increased production targets for its foldable device to 10 million units this year, up from earlier forecasts of 7 to 8 million, as part of a busy late 2026 hardware rollout.
- Surging demand from AI data centers has squeezed memory capacity for mobile devices, forcing Apple to explore sourcing chips from Chinese manufacturers ChangXin Memory Technologies and Yangtze Memory Technologies.
- Apple plans to stagger releases across price tiers: the Pro and Pro Max models arrive this autumn, while the standard iPhone 18 and new Air are expected in early 2027.
- Chinese brands Xiaomi, Oppo, and Vivo have each cut annual production targets below 100 million units due to the shortage, while Apple's bargaining power allows it to maintain its aggressive timeline.
- Analysts estimate the Ultra will cost between $2,300 and $2,500, positioning it as a premium halo product under 5% of total iPhone volume rather than a volume driver for Apple's growth.
22 Articles
22 Articles
iPhone Ultra foldable design finalised, Apple expected to launch premium foldable alongside iPhone 18 series
Apple’s first foldable iPhone is said to be launching in September 2026. New supply chain reports suggest that the foldable handset has entered mass production after its design was finalised, dismissing earlier claims of possible delays due to manufacturing challenges.
Apple Plans Five New iPhones by 2027 as Foldable Push Reaches 10 Million Units
Apple is preparing at least five new iPhone models between the second half of 2026 and the first half of 2027, and has lifted the production target for its first foldable phone to about 10M units. The plan ranks among the company's busiest hardware stretches in years, and word of it helped drive one of the stock's strongest sessions of 2026. The foldable order has grown to around 10M units for this year, up from an earlier forecast of 7M to 8M, …
Apple's iPhone Ultra initial China inventory estimated at around one million units · TechNode
Apple’s first foldable smartphone, the iPhone Ultra, has entered mass production, according to supply chain sources. Foxconn has reportedly begun large-scale hiring to support production of the new device. Chinese tech blogger Dingjiao Digital said the first batch of inventory for the Chinese market is expected to be just over one million units, lower than Huawei’s tri-fold smartphone. The estimate is broadly in line with projections from Apple …
iPhone Ultra Reportedly in Mass Production, No Delay Envisaged
Apple's foldable iPhone is on track to ship in September despite rumors of a delayed launch, reports Chinese financial outlet Cailian Press. The outlet says it spoke with several people within Apple's supply chain, who indicated that the device's design was locked in some time ago and that the foldable is now in mass production.
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