New iPhone Fold leaks reveal 'Ultra' name, launch timing, and more

'iPhone Ultra' name gains traction in new leaks

This week has brought a surge of rumors surrounding Apple's long-anticipated foldable iPhone. Notably, prominent leakers such as Ice Universe and Majin Bu have shared new insights, including the potential name 'iPhone Ultra' for the device. This naming convention would signal a top-tier product, possibly even surpassing the current iPhone 15 Pro Max in Apple’s lineup. While Apple has not officially confirmed the name, the sources have a strong track record with accurate Apple-related leaks in the past, lending credibility to the claim. The 'Ultra' branding aligns with Apple’s strategy of emphasizing premium positioning, similar to the Apple Watch Ultra series.

Expected launch window set for 2025

According to these latest reports, the foldable iPhone is unlikely to hit the market before 2025. This timeline matches earlier industry analyses suggesting Apple is taking a cautious, quality-first approach. Engineering challenges such as developing a durable hinge mechanism, minimizing visible crease on the foldable OLED display, and ensuring sufficient battery life are reportedly delaying mass production. By delaying the launch, Apple aims to deliver a polished product capable of competing with established players like Samsung, Huawei, and Motorola, all of which have multiple generations of foldable devices already available.

Production plans and key suppliers

Apple is said to be collaborating closely with its core supply chain partners. LG Display is reportedly developing the inward-folding OLED panels, while TSMC will supply the advanced chips powering the device—likely the A18 or A19 Bionic. Mass production is expected to begin in the second half of 2024, enabling a global rollout in early 2025. Initial shipment volumes are projected to be modest, between 6 and 8 million units in the first year. This conservative output mirrors Apple’s approach with other high-innovation products like the Vision Pro, reflecting both technical complexity and high manufacturing costs associated with foldable technology.

Market strategy and consumer expectations

The iPhone Ultra foldable is expected to target premium users, tech enthusiasts, and professionals seeking enhanced productivity. Rumored specifications include a 7.8-inch internal display and a 5.5-inch external screen, balancing usability and portability. The device is also anticipated to feature the latest A-series chip, advanced 5G connectivity, improved camera systems, and potential Apple Pencil support—features that could set it apart from competitors. However, its projected price point, likely exceeding $2,000, may limit widespread adoption initially, positioning it as a niche, high-end product rather than a mass-market device.

Challenges and competition in the foldable market

The foldable smartphone market grew 48% year-over-year in 2023, according to IDC, led by Samsung’s Galaxy Z Fold and Z Flip series. Apple would be entering a space that’s already maturing, but it brings significant advantages: a tightly integrated ecosystem, long-term software support, and a loyal user base. Still, the company must overcome consumer skepticism about the durability of foldable screens and deliver a genuinely differentiated user experience. While unconfirmed, the recent leaks suggest Apple is preparing a strategic market entry, prioritizing engineering excellence and long-term reliability over being first to market.