Apple Plans Foldable iPhone and Ultra Model for 2026–2027
Apple is targeting 10M foldable iPhones and a new Ultra tier as it expands its lineup across five models.
Apple is about to make its biggest iPhone power move in years. The company is planning at least five new iPhone models between the second half of 2026 and the first half of 2027 — and two of them are headliners: a foldable iPhone and a brand-new iPhone Ultra sitting at the very top of the lineup.
The foldable is the one traders should watch. Apple is targeting around 10 million units in initial production — a serious bet for a first-gen product in a category where competitors have struggled to crack mass adoption. If Apple pulls this off, it rewrites the foldable phone market overnight.
Read more Evercore ISI Holds Outperform on Apple Despite Price Hikes →
The iPhone Ultra is a different kind of play. Positioning a model above the Pro Max signals Apple wants to squeeze more revenue per device out of its most loyal, big-spending customers. It's a margin story as much as it is a hardware story — and that's bullish for ASP (average selling price) trends heading into 2027.
Here's the wrinkle you need to know: Apple is reportedly diversifying its memory chip supply to Chinese vendors that are on a Pentagon blacklist. That's the trade-off Apple is making to solve supply constraints. The political and reputational risk is real, and it's the kind of headline that could spark volatility if it escalates into a regulatory flashpoint.
Bottom line — Apple is playing offense on multiple fronts at once: new form factors, new price tiers, and aggressive supply chain moves. That's a lot of execution risk baked into an 18-month window. Watch how the supply chain story develops; it could be the variable that either accelerates or derails the whole launch cycle. Continue reading at Yahoo.
