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Apple Foldable iPhone Ultra Delayed, Pre-Orders Set for Q4 2026

7/12/2026

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Summary

Story summary

Apple analyst Ming-Kai Kuo says manufacturing challenges could push the foldable iPhone Ultra launch until after the iPhone 18 Pro models.
He expects iPhone Ultra pre-orders to begin in the fourth quarter of 2026.
The iPhone Ultra will use two cells of 1,921 mAh and 2,962 mAh, giving a combined minimum capacity of 4,883 mAh.
Apple’s Back to School promotion has not started yet in July 2026 in the United States and Canada.

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Story summary

Apple analyst Ming-Kai Kuo says manufacturing challenges could push the foldable iPhone Ultra launch until after the iPhone 18 Pro models.
He expects iPhone Ultra pre-orders to begin in the fourth quarter of 2026.
The iPhone Ultra will use two cells of 1,921 mAh and 2,962 mAh, giving a combined minimum capacity of 4,883 mAh.
Apple’s Back to School promotion has not started yet in July 2026 in the United States and Canada.