iPhone Ultra: Apple apparently increases foldable orders
Apple's biggest form factor change for the iPhone is expected in September. Internally, Apple has high hopes – despite a targeted mega-price.
iPhone packaging: The foldable is coming soon.
(Image: Sebastian Trepesch / heise medien)
Apple seems convinced of its Foldable plans for this autumn. According to a report from Asia, the production target for the “iPhone Ultra” has therefore been increased from the previous 7 to 8 million units to 10 million units this year. While this is still small compared to the “normal” models, it is optimistic given the targeted price of probably 2500 euros and more.
80 million new iPhones
So far, the iPhone company is known for having less success with “special models” of its regular smartphones, i.e., the standard and Pro variants (currently: iPhone 17, 17 Pro and 17 Pro Max). For example, the mini variants of iPhone 12 and iPhone 13 did not sell well, similar to the iPhone Air. However, the figures do not come from Apple itself, but from market analysts; the company only provides revenue figures, not unit numbers, and certainly not broken down by model series.
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Overall, depending on the forecast, Apple is expected to have between 220 and 240 million iPhones produced this year. In the second half of the year, the new models together with the iPhone Ultra should total 80 million units, according to the financial news service Nikkei Asia. In addition to the first iPhone foldable, Apple is planning iPhone 18 Pro and 18 Pro Max. However, iPhone 18 and 18e and possibly an Air 2 are not expected until spring 2027, i.e., either February or March.
Fighting the memory crisis
Apple continues to fight the high inflation in RAM and SSD costs. This has already led to a price increase for Macs, iPads, and accessories, and the iPhone could follow suit in the autumn with the new models. While competitors are partly reducing their production, there is no talk of that at Apple. Shifting the standard models to spring could help counteract supply problems. Apple is reportedly “aggressively” trying to secure the necessary components.
Due to the high production volumes, Cupertino is still able to secure comparatively decent prices. Most recently, Apple tried to negotiate with the US government about the purchase of RAM and SSDs from two Chinese suppliers. These are also only intended for Chinese devices, but the companies are on US blocklists, which could cause Apple difficulties.
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