Apple (AAPL) Plans 10 Million Foldables And An iPhone Ultra Push
Apple (AAPL) Plans 10 Million Foldables And An iPhone Ultra Push
https://sg.finance.yahoo.com/news/apple-aapl-plans-10-million-191027338.html
Publish Date: 2026-07-04 15:10:00
Source Domain: sg.finance.yahoo.com
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Apple (NasdaqGS:AAPL) is planning a major expansion of its iPhone lineup between H2 2026 and H1 2027, including at least five new models.
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The company is preparing its first foldable iPhone and is targeting production of around 10 million units.
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Apple also plans to introduce a premium iPhone Ultra model at the top of the range.
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To address memory chip supply constraints, Apple is diversifying to Chinese suppliers that are on a Pentagon blacklist, despite political and reputational risks.
For investors tracking Apple, this planned shift into foldable hardware and a broader iPhone lineup indicates how the company is positioning its core product franchise. Smartphones remain a central revenue driver for Apple, and premium tiers such as the reported iPhone Ultra sit squarely in the higher margin end of the hardware market. At the same time, the decision to work with blacklisted Chinese memory suppliers underlines how supply chain security and political risk continue to intersect for global electronics companies.
The period between H2 2026 and H1 2027 may be important for assessing how Apple balances product differentiation with operational complexity. The scale of foldable iPhone production, the reception of the iPhone Ultra, and any fallout from its memory sourcing choices may all influence how investors evaluate the resilience and flexibility of Apple’s business model.
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