A new report from China claims that Apple’s first foldable smartphone, widely referred to as the iPhone Ultra, remains on schedule for its expected debut alongside the iPhone 18 Pro and iPhone 18 Pro Max during the company’s anticipated September launch event.

The report suggests that Apple has made steady progress toward commercial production despite earlier rumors pointing to a possible delay.

Supply Chain Indicates No Launch Delays

According to the report, multiple sources within Apple’s supply chain have seen no indication that the foldable iPhone has been postponed.

The sources reportedly state that the device has continued to follow Apple’s planned production timeline, reinforcing expectations that it will be unveiled together with the rest of the premium iPhone lineup.

Design Finalized and Mass Production Underway

The report also claims that Apple has completed the final design of the foldable iPhone and that the device has now entered mass production.

If accurate, this would indicate that manufacturing is progressing as planned ahead of the expected announcement and commercial release later in September.

Initial Supply May Be Limited

Although the report does not specify how many units Apple plans to produce initially, it suggests that launch inventory for the foldable model will likely be smaller than that of the iPhone 18 Pro and iPhone 18 Pro Max.

As a result, early demand could quickly exceed available supply, potentially causing the first production batch to sell out shortly after release if initial volumes remain limited.

Vexiora Analysis

If the latest supply chain reports prove accurate, Apple’s first foldable iPhone appears to be approaching one of the company’s most significant product launches in years. Entering mass production would represent an important milestone, suggesting that Apple has overcome many of the engineering and manufacturing challenges typically associated with foldable devices.

A limited initial release would also align with Apple’s traditional launch strategy for entirely new product categories, allowing the company to gradually expand production while closely monitoring market demand. However, until Apple officially announces the device, the reported specifications, production status, and launch schedule should still be regarded as supply chain information rather than confirmed details.