Apple’s highly anticipated first foldable phone, iPhone Ultra, may face significant supply restrictions following its introduction in September. According to information shared by famous supply chain analyst Ming-Chi Kuo, limitations in production capacity may cause significant delays in the launch of the device. The company has set a total production target of 7-8 million units for the second half of 2026, but it is predicted that this amount will remain only between 0.5 and 1 million units in the third quarter. While this situation reminds us of the stock problems experienced during the iPhone X period, it shows that it will be very difficult to reach the iPhone Ultra model in the technology world in the first months.

Technical Features of the Foldable Device Attract Attention

The new model is a first in the Apple ecosystem. On the design side, the device, which comes with a 5.5-inch external screen and a 7.8-inch large internal screen, aims to offer an iPad mini experience.

iPhone Ultra, which will have a structure thinner than 5 mm when folded, stands out as one of Apple’s most ambitious projects in terms of engineering. This special model, which appeals to the upper segment with its high price tag, is expected to attract great attention from technology enthusiasts.

The low volume in the production of the iPhone Ultra directly limits the availability of the device in the market.

Supply Issues Make the Purchasing Process Difficult

Ming-Chi Kuo’s report predicts a long waiting period for users who want to purchase the device. The limited number of devices produced in the third quarter seems far from meeting global demand.

While this makes it almost impossible to purchase directly from stores, even users who pre-order may have to wait weeks to receive their products. Analysts warn that this supply-demand imbalance could continue until late 2026.

Price Expectations Raise Black Market Concerns

The high price of the device, starting between 2300 and 2500 dollars, has attracted the attention of investors and collectors since the moment it was released.

Due to the supply problem, it is estimated that black market sales can make a premium of 50% to 100% over the brand new price. This could lead to speculative volatility in the technology market. How quickly Apple will optimize its production lines will be the most important factor that will determine the stock situation at the end of the year.

The limited stock size will create great competition during the device’s launch period.

Normalization Process Begins in 2027

The turmoil in the market is expected to continue until the first quarter of 2027. From this date onwards, as production capacity increases and demand stabilizes, it will become much easier to access the iPhone Ultra model.

Until then, Apple’s success in foldable technology and users’ reactions to this new form factor will shape the company’s future strategies. The technology world is eagerly waiting for this innovative device to take its place in the market.

Do you think Apple’s first foldable phone, the iPhone Ultra, will meet expectations despite such a high price tag and supply difficulties? Are you considering buying it, or will you stay away from the first generation models? Share your opinions with us in the comments.