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[TECHNOLOGY] · United States, India, Italy, Australia, Singapore · 32 sources

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Apple September event expected to feature foldable iPhone Ultra and new hardware

Apple is preparing for a major hardware event in September, which is expected to feature up to eight new products. The centerpiece of the event is anticipated to be the iPhone Ultra, the company’s first foldable smartphone, which may feature a 7.8-inch internal display and a titanium chassis. Other key products expected include the iPhone 18 Pro and Pro Max, Apple Watch Series 12, and Apple Watch Ultra 4.

In addition to mobile devices, Apple is reportedly expanding its smart home ecosystem with the potential announcement of a new Apple TV 4K, an updated HomePod mini 2, and a preview of a new smart home hub. The company is also expected to introduce new wearable technology, with long-term plans for a significant Apple Watch redesign and potential exploration of smart rings.

However, the company faces significant challenges. Rising memory chip prices and a global shortage are expected to drive up manufacturing costs, with the iPhone 18 Pro's bill of materials estimated to be 38 percent higher than its predecessor. These supply constraints may lead to limited stock at launch and higher retail prices. Furthermore, leadership transition is on the horizon, as John Ternus is expected to succeed Tim Cook as CEO.

Entities

Apple · Bloomberg · John Ternus · Mark Gurman · TSMC · Tim Cook

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