A new supply-chain report says Apple’s first foldable iPhone was being produced at only a few hundred units per day in late August, raising the prospect of limited launch stock. The report describes extra quality checks—not a confirmed delay.
Apple’s first foldable iPhone may be harder to find at launch than expected. A new supply-chain report says production of the device—widely expected to be called the iPhone Ultra—was running at only a few hundred units per day in late August.
Nikkei Asia, citing supply-chain sources, reports that Apple added another production inspection and verification process in August. The checks are reportedly focused on surface flatness and hinge performance, and delayed commercial production by weeks while suppliers work to improve yields.
That is a more specific update than earlier reports that broadly described hinge or manufacturing problems. Apple’s reported concern now appears to be whether units consistently meet its design and quality requirements, not necessarily a fundamental redesign of the device. Apple and its suppliers are said to be working around the clock to increase output.
The reported rate is far below the tens of thousands of phones per day that would normally be needed to meet a large launch demand, according to 9to5Mac’s account of the Nikkei report. The practical risk is constrained initial stock, although the final availability picture will depend on how quickly production accelerates before launch.
Apple has not announced the iPhone Ultra, its specifications, production volume, or release date. The company is expected to show a foldable iPhone alongside the iPhone 18 Pro models at its confirmed September 9 event, but that remains an expectation rather than a confirmed product plan.
For now, the report points to a potential supply constraint—not a confirmed delay or cancellation. Buyers interested in Apple’s first foldable should expect availability and pricing to remain unknown until Apple provides more information.
Source: Nikkei Asia via 9to5Mac
Source: AppleInsider
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