Overview
- Multiple supply‑chain reports on June 25 say Apple finalised key specifications for its first foldable iPhone, often called the iPhone Ultra, and completed validation of major parts such as the display, chassis, and hinge module.
- Samsung Display reportedly exceeded Apple’s yield threshold for foldable OLED panels with final yields above 80 percent, earning approval to supply panels for initial production runs.
- Foxconn and partners are preparing module and assembly lines and sources say mass production could begin in late July, following trial runs and component validation.
- Industry sources say earlier hinge problems — including unusual tolerances, higher defect rates, and small noises in durability tests — have been mostly addressed, though hinge reliability remains a potential schedule risk.
- A prominent leaker claims Apple has greenlit early development of an iPhone Ultra 2, while analysts warn that a September announcement may not match retail availability and early supply could be limited and costly.