Updated
Updated · MacRumors · Sep 8
Foldable iPhone Ultra May Delay China Launch as Apple Limits Initial Inventory to 10 Million
Updated
Updated · MacRumors · Sep 8

Foldable iPhone Ultra May Delay China Launch as Apple Limits Initial Inventory to 10 Million

3 articles · Updated · MacRumors · Sep 8

Summary

  • Mainland China could get Apple’s foldable iPhone Ultra after other markets, with a Chinese leaker saying limited early supply may force regional allocation.
  • Late-August output was reportedly only a few hundred units a day as Apple’s strict quality controls and longer hinge and display durability tests slowed production.
  • Apple has reportedly ordered about 10 million units for this year, but earlier reports had already pointed to a staggered country-by-country rollout that could start in the U.S.
  • Bloomberg’s Mark Gurman has pushed back on talk of a broad launch delay, saying the foldable should arrive with the iPhone 18 Pro line or within weeks; Apple is expected to clarify plans on Sept. 9.

Insights

Why might Apple intentionally delay its $2,500 foldable iPhone in China while local rivals aggressively flood the premium market?
Could the rumored supply chain struggles actually be a clever marketing ploy to justify the foldable iPhone's exorbitant price tag?
Will Apple's controversial decision to ditch Face ID for a thinner design alienate buyers of the highly anticipated foldable device?