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 supply chain analyst Ming-Chi Kuo. Kuo expects iPhone Ultra assembly shipments to reach 7 million to 8 million units in the second half of 2026, with only 500,000 to 1 million units shipped in the third quarter, when the device is expected to debut, accounting for roughly 10% of the total.
By comparison, combined third-quarter shipments of the iPhone 18 Pro and iPhone 18 Pro Max are projected at 20 million to 22 million units, around 20 times higher than those of the foldable iPhone. [TechWeb, in Chinese]
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