Apple targets 10 million iPhone Ultra foldables, spurs market revival as Samsung readies Fold 8

Apple has raised its production target for the first foldable iPhone – dubbed the iPhone Ultra – to 10 million units for the second half of 2026, up from earlier estimates of 7‑8 million. The device is expected to launch in September 2026 at a price of roughly $2,500‑$3,000, making it the most expensive iPhone to date. Apple plans to release at least five new iPhone models between late 2026 and early 2027, with total smartphone output projected at more than 220 million units for the year. Analysts at Counterpoint Research say Apple’s entry will trigger a strong rebound in the foldable‑display market, forecasting a 24 % rise in panel shipments and a 48 % jump in revenue in 2026. Samsung Display is slated to be the sole supplier of the foldable panels for the iPhone, strengthening its lead in the segment. Samsung is simultaneously preparing its own next‑generation foldables. Leaked specifications show the Galaxy Z Fold 8 will feature a 7.6‑inch 120 Hz inner display, a 5.5‑inch cover screen, Snapdragon 8 Elite Gen 5, up to 1 TB storage and a 4,800 mAh battery. A wider “passport‑style” Fold 8 and a taller Fold 8 Ultra (with an 8‑inch inner panel and a 200 MP main camera) are expected, alongside the Z Flip 8. Samsung’s Unpacked event is set for 22 July in London, with pre‑orders and shipments slated for early August. Prices in Europe are reported to start around €1,999 for the base Fold 8 and €2,199 for the Ultra. The combined moves are reshaping the foldable smartphone market: Apple could capture up to 25 % of global foldable shipments, while Samsung aims to maintain its premium positioning with new designs, wider displays and higher price tiers.