Apple Plans 10M Foldable iPhones and Ultra Model
Apple plans to launch at least five new iPhone models between H2 2026 and H1 2027, including its first foldable iPhone (targeting 10 million units) and a premium iPhone Ultra. To tackle memory chip supply constraints, Apple is diversifying to Chinese suppliers on a Pentagon blacklist.
Key Numbers
Apple (NasdaqGS:AAPL) is planning a major expansion of its iPhone lineup between H2 2026 and H1 2027, including at least five new models. According to a report from Simply Wall St., the company is preparing its first foldable iPhone and is targeting production of around 10 million units. Apple also plans to introduce a premium iPhone Ultra model at the top of the range.
Details of the Plans
- Foldable iPhone: Apple's first foldable device, with a production target of 10 million units.
- iPhone Ultra: A new premium model that will be the most expensive in the lineup.
- Other Models: At least five new models in total during the period.
Supply Chain Challenges
To address memory chip supply constraints, Apple is diversifying to Chinese suppliers that are on a Pentagon blacklist, despite political and reputational risks.
Context
The move comes amid intense competition in the smartphone market, especially from Samsung in the foldable segment. Apple's entry could reshape the market.
What This Means for Investors
Expanding the iPhone lineup could boost Apple's revenue, but supply chain risks and controversial suppliers may affect the company's reputation and margins. Investors should monitor regulatory and commercial developments.
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