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Suppliers expect iPhone Ultra to launch in September, despite reported delays

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Why This Matters

Despite earlier reports of potential delays, recent supply chain insights indicate that Apple's iPhone Ultra is still on track for a September launch, aligning with traditional release timelines. This suggests that consumers can expect the company's most premium iPhone model to be available sooner than some industry analysts predicted, maintaining Apple's consistent release schedule and competitive edge in the smartphone market.

Key Takeaways

Multiple reports had earlier suggested that the iPhone Ultra (or iPhone Fold) launch could be delayed until later in the year or even early 2027.

However, supply chain sources have now backed more recent reports that Apple’s most expensive ever iPhone will be launched in September alongside the iPhone 18 Pro …

Earlier reports of delays

It was initially assumed that the iPhone Ultra would be launched with the iPhone 18 Pro. However, a Barclays investor note back in March suggested that the launch would actually be pushed back into December.

A subsequent Nikkei Asia report added its own take when it reported that engineering problems could further delay the launch. That suggested it could even be put back into early 2027.

This wouldn’t be unprecedented: the iPhone X, iPhone XR, and the iPhone 14 Plus all went on sale later in the year than the traditional September timings.

More recent reports say little to no delay

Bloomberg’s Mark Gurman backed reports of a later launch date, but implied that the new top-tier model wouldn’t follow too long behind the iPhone 18 Pro. He used the phrase “a little bit delayed,” seemingly suggesting that an October launch was more likely than a December one.

Leaker Fixed Focus Digital previously said that the most likely scenario is a simultaneous launch alongside the iPhone 18 Pro, but that any delay would be one month at most. They recently doubled-down on this, describing as “fake” reported delays.

Suppliers expect a September launch

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