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Apple Readies iPhone 18 Lineup as Foldable 'iPhone Ultra' Faces Supply Risks

Limited foldable display supply could delay the iPhone Ultra, raising prices across the iPhone 18 family.

Overview

  • Apple is scheduled to unveil the iPhone 18 family at an early-September event with developer betas of iOS 27 already in testing and public betas expected in July.
  • Company announcements at WWDC confirmed a rebuilt Apple Intelligence powered by Google Gemini that is integrated across iOS, iPadOS and macOS and appears in the iOS 27 betas.
  • Apple says some Apple Intelligence Home app camera features in iOS 27 will require an iCloud+ plan at the 2TB tier to access written motion summaries and related cloud processing.
  • Chinese regulatory filings reported this week show larger battery capacities for the iPhone 18 Pro models and a combined battery rating for the foldable iPhone Ultra, supporting reports of substantive hardware upgrades.
  • Analysts warn that panel, hinge and yield limits could constrain early Ultra production and delay pre-orders, and rising memory and component costs make higher retail prices likely with the foldable predicted near the $2,000–$2,500 range.