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Apple Unveils $2,000 Foldable iPhone Ultra, MacBook Delayed

4/28/2026

43 6 Full Breakdown

Summary

Apple Unveils iPhone Ultra

Apple will unveil the iPhone Ultra, its first foldable phone, at a September 2026 event.
The iPhone Ultra will sit above the iPhone 18 Pro and Pro Max and start at $2,000.
Apple will ship the iPhone Ultra with iPhone 18 Pro models, but tight supply may delay retail availability by weeks.
The MacBook Ultra launch moved from late 2026 to early 2027 due to a global memory shortage.

Summary

Ternus Hosts Ultra

Apple will have new CEO John Ternus host the September iPhone Ultra event, positioning him as the product line’s public face.
Bloomberg said the CEO transition was timed with the foldable launch, after which Apple’s shares fell more than 5% following a Nikkei story that suggested a 2027 postponement.
The 7-8 million-unit run depends on Samsung, the sole near-creaseless OLED supplier, which may yield lower production and a slower ramp-up.

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Apple Unveils iPhone Ultra

Apple will unveil the iPhone Ultra, its first foldable phone, at a September 2026 event.
The iPhone Ultra will sit above the iPhone 18 Pro and Pro Max and start at $2,000.
Apple will ship the iPhone Ultra with iPhone 18 Pro models, but tight supply may delay retail availability by weeks.
The MacBook Ultra launch moved from late 2026 to early 2027 due to a global memory shortage.

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