Apple's first foldable iPhone may be delayed to early 2027, supply chain denies

Reports emerged that Apple's first foldable iPhone, dubbed iPhone Ultra or iPhone Fold, has been delayed from fall 2026 to early 2027 due to hinge design and PCB issues. However, a supply chain source denied this claim. Separately, supply chain updates suggest the device might be announced in fall 2026 but launch in early 2027, similar to the iPhone X strategy.