Foldable iPhone Ultra Supply to Stay Tight for 3 to 5 Months
The gap between launch demand and the production ramp means the foldable iPhone's debut could be defined by scarcity and reseller markups rather than the device itself.
Reporting from 1 source: ASCII.jp.
The first foldable iPhone, the iPhone Ultra, is expected to have very limited supply at launch, according to a leak from Weibo leaker Fixed Focus Digital. Initial shipment inventory is reported at 10 million units, but assemblers Luxshare and Foxconn will need 3 to 5 months to stabilize production. The pace is 30 to 40 percent slower than the iPhone 17's monthly output of 5 million units.
Fixed Focus Digital, posting on the Chinese social network Weibo, warns that buyers should be prepared for resellers to add a premium to the foldable iPhone. The first batch of 10 million units will not hold up while Luxshare and Foxconn bring assembly to full speed, a process the leaker estimates at 3 to 5 months.
That pace runs 30 to 40 percent slower than the iPhone 17's regular model, which produced about 5 million units per month. Apple's annual iPhone event is expected within the next month, so the reservation window will open soon for anyone who wants the foldable on day one.
Synthesized by Yomimono from the 1 cited source below, including Japanese-language reporting where cited, then editorially reviewed before publishing.