Apple iPhone Duo · Timing

Production was running at only a few hundred units a day in late August

A supply chain manager told Nikkei Asia that production was running at only a few hundred units a day in late August, and that an extra verification round Apple ordered on hinge performance and surface flatness has pushed commercial production back by weeks. Apple had already raised its order for the year to around 10 million units.

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What to know

Apple was making only a few hundred foldable iPhones a day in late August, according to a supply chain source who spoke to Nikkei Asia.

Nikkei reported that an extra check Apple ordered on the hinge and on how flat the screen is slowed production. MacRumors reported Apple had ordered about 10 million units for the year.

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What changed, newest first.

iPhone Ultra Production Hitting Just 'a Few Hundred' a Day, Says NikkeiMacRumors · Sep 4, 2026 · treats this as fact
Apple making just a few hundred iPhone Ultras per day, per report9to5Mac · Sep 4, 2026 · reports this
Foldable 'iPhone Ultra' May Launch Later in China, Says LeakerMacRumors · Sep 8, 2026 · reports this
Apple's suppliers only made a few hundred iPhone Ultra units per day in AugustAppleInsider · Sep 4, 2026 · reports this

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