Jul 5, 2026BF3-0958Never settled
Ming-Chi Kuo: iPhone Ultra supply tight at launch
Only about 0.5 to 1 million foldable iPhones will ship in the third quarter of 2026.
Analyst Ming-Chi Kuo reported that only about 0.5 to 1 million foldable iPhones would ship in the third quarter of 2026, roughly 10 percent of the year's total, compared to 20 to 22 million iPhone 18 Pro units in the same period.
How to read this record
- What was reportedOnly about 0.5 to 1 million foldable iPhones will ship in the third quarter of 2026.
- Who said it, and whenMing-Chi Kuo reported it on Jul 5, 2026 in 9to5Mac.
- What happened, and whenApple iPhone Duo was announced on Sep 9, 2026, 66 days after this report.
- The verdict, and whyNever settledThe company has announced the product and nobody ever confirmed or denied this.Why: Apple publishes no quarterly unit figures. iPhone Duo is not available to buyers until October 23, which is after the third quarter, but that is a fact about retail availability rather than about assembly shipments. What the company published
What do these words mean?
- Right
- It turned out the way this report said.
- Partly right
- Some of this was right and some of it was not.
- Wrong
- It did not turn out this way.
- Moving target
- This was right about the plan at the time. The company then changed it.
- Never settled
- The company has announced the product and nobody ever confirmed or denied this.
- Not comparable
- This measured a different thing from the number the company published, so the two cannot be compared.
- No outcome yet
- Nothing has happened yet that would prove this right or wrong.
- Not checked yet
- The company has answered this. We have not finished checking this one.
- Checked
- Checked means the company has since given an answer and we compared it with what was reported. Details still waiting on an answer, details nothing can settle, details where the plan itself changed, and details we have not finished reviewing are all counted separately and are not part of that number.
- Moving target
- A moving target is a report that described the plan accurately at the time, on a product the company then changed. We count these on their own: it would flatter a reporter to call them right, and it would blame a reporter for a decision that was not theirs to call them wrong.
- Reported by
- Ming-Chi Kuo
- We read it in
- 9to5Mac
- Product
- Apple iPhone Duo · reported as “iPhone Ultra”