3D render claiming to depict Apple’s first foldable iPhone (image: Jon Prosser)
Apple is widely expected to introduce its first folding iPhone at a product event Wednesday at its California headquarters, the first major launch under new CEO John Ternus.
The event would represent the most visible change to Apple’s flagship smartphone since the iPhone X dropped the physical home button in 2017. The iPhone generated $209.6 billion, or just over half of Apple’s sales, in the company’s most recent fiscal year.
The keynote will also be Ternus’s first extended public appearance as CEO. The former hardware chief has kept a relatively low profile aside from occasional product introductions and sustainability efforts.
Samsung and Huawei have sold folding phones since 2019, but the category has remained a niche. Analyst firm IDC nevertheless expects Apple to sell every unit it can make and capture about 40% of the foldable market by the end of next year.
Analysts say Apple’s late entry could help it solve longstanding engineering problems, including a durable – potentially Liquidmetal – hinge that minimizes the crease where the display folds. Dust and water resistance remains a question; Google’s latest Pixel 10 Pro Fold carries an IP68 rating* that some rivals have not matched.
The event is also expected to alter Apple’s usual product calendar. Analysts anticipate new watches but say the company will likely postpone updates to cheaper iPhone models until next spring, focusing instead on the foldable and the iPhone Pro and Pro Max lineup. The shift is intended to even out Apple’s typically strong holiday-quarter sales in the U.S. and Europe.
*In IP68, (6 means the device is dust-tight (no dust gets in). 8 means it can survive being immersed in water deeper than 1 meter for a period specified by the manufacturer (often 30 minutes or more), under defined conditions. It does not guarantee protection against high-pressure jets, steam, or damage from drops. Actual depth and time vary by product.
MacDailyNews Take: We’re just hours away now!
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Apple's foldable iPhone Duo will come with Apple Pencil support, reports Bloomberg's Mark Gurman. Gurman previously claimed that Apple had prototyped a dedicated Apple Pencil for its foldable iPhone that was "stubbier than the versions for iPads" and "designed to magnetically attach and charge on the side of the device," but he said it was unlikely that the accessory would be released.
Gurman's latest report mentions only "support for the Apple Pencil stylus" for the iPhone Duo, so it seems that the company has settled on a different approach.
This may be the final design of Apple’s foldable iPhone. (Image: @MajinBuofficia via X)
Apple’s first foldable iPhone is expected to headline Wednesday’s “Surprise and Shine” event, but the product itself is not a last-minute bet. According to Bloomberg News’ Mark Gurman, the company spent about a decade studying folding displays and related hardware before bringing a book-style phone to the stage.
Gurman reports that Apple’s hardware engineering teams were examining foldable phones, screens, and components well before Samsung’s first Galaxy Fold arrived in 2019. Early thinking inside the company included a device closer to an iPad mini that opened into a larger tablet. That path shifted after then-CEO Tim Cook returned from a 2020 trip to Asia “unusually energized” by how many people he saw using foldables from Samsung, Huawei, and others. He pushed Apple to move faster and to make a foldable iPhone, not a foldable tablet, the priority. One person familiar with the work told Gurman that Cook was “the earliest and biggest champion” of the project.
The work began under former hardware chief Dan Riccio and later continued under John Ternus, who now leads the company. Engineers focused on four difficult problems: making the crease less visible, making the hinge last, creating flexible cover glass for the inner screen, and exploring under-display cameras. Designers compared the closed device to a passport and the open device to a Magic Trackpad. The rumored layout is a wide book-style phone with about a 5.5-inch outer display and a 7.8-inch inner display.
Price was always going to be part of the story. Gurman writes that Apple first aimed for a $1,999 starting price — just under the $2,000 line, in the same way the iPhone X launched at $999. Rising component costs, including the memory shortage, later pushed internal discussions toward about $2,199. Higher-storage versions could approach $3,000. Apple expects sticker shock, Gurman reports, but concluded that customers already paying near $2,000 for loaded iPhones would accept an even more expensive foldable. Internally, the product is often called the iPhone Ultra.
The device is expected to appear Wednesday alongside the iPhone 18 Pro and Pro Max. If Gurman’s reporting holds, it will be the largest change to the iPhone’s physical form since the product launched in 2007.
MacDailyNews Take: Regardless of price, Apple will not be able to make enough. The foldable iPhone will be supply-constrained for months, so, if you want one of the first ones, get your pre-order(s) in as soon as Apple starts taking them!
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Apple holds its biggest product event of the year on Wednesday, September 9, at 10am PDT / 1pm EDT at Apple Park in Cupertino. The “Surprise and Shine” keynote will be livestreamed on Apple’s website, the Apple TV app, and YouTube. It is also the first major launch under new CEO John Ternus.
The company is expected to skip a standard iPhone 18 this fall and instead focus on premium hardware: the iPhone 18 Pro, iPhone 18 Pro Max, and its first foldable iPhone, widely referred to as the iPhone Ultra. New Apple Watch models are also on the docket. The base iPhone 18 and a follow-up iPhone Air are rumored for spring 2027.
The foldable is the main actThe long-awaited foldable is expected to use a book-style design: a compact phone when closed and a larger tablet-like screen when opened. Reports describe an outer display around 5.5 inches and an inner display of about 7.8 inches. Pricing is expected to start above $2,000.
Rumored details include Apple’s A20 Pro chip, an in-house modem, Touch ID instead of Face ID on at least some reports, and a hinge designed to reduce the crease that has defined earlier foldables. Camera setup is expected to be more limited than the Pro models, with some reports saying there will be no dedicated telephoto lens. If Apple pulls it off, this would be the first major iPhone form-factor change in nearly two decades.
iPhone 18 Pro and Pro Max stay the volume play
The Pro and Pro Max are expected to look similar to last year’s models, with most of the work happening inside. Anticipated upgrades include the A20 Pro processor, better thermal design, improved battery life, and camera refinements. Some reports point to a smaller Dynamic Island and new color options. The Pro Max may get the larger battery and extra cooling.
Apple appears to be splitting its iPhone calendar: high-end and experimental devices in September, more affordable models later. That would keep this week’s stage focused on the products with the highest prices and the most novelty.
Watches and the rest of the lineup
Apple Watch Series 12 and Apple Watch Ultra 4 are widely expected. Typical September extras such as new AirPods could appear, though camera-equipped AirPods Pro rumors have been less consistent for this date. Macs and iPads are more likely later in the fall. Software release windows for iOS 27 and related updates usually get mentioned as well.
Why this event matters
Ternus takes the stage after years as Apple’s hardware chief. The company has spent much of the past decade refining existing lines. A foldable iPhone, a narrower fall phone lineup, and a new CEO on the same day add up to more than a routine refresh. Whether the foldable becomes a mainstream product or a high-priced niche will be one of the first real tests of the next chapter.
MacDailyNews Note: Watch the stream Wednesday at 10am PDT / 1pm EDT here and check our home page tomorrow for the link to our live coverage.
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CAD renders revealed in March show Apple’s rumored foldable iPhone design
Global foldable smartphone shipments are on track to pass a major milestone by the end of 2026, with lifetime volumes expected to exceed 100 million units, according to Counterpoint Research. That would come in the eighth year of the category, which first reached commercial devices in 2019.
Foldables still make up only about 2% of the overall smartphone market, leaving substantial room to grow. Counterpoint says demand should accelerate after Apple’s expected entry, alongside stronger interest in wider book-style devices from Samsung and Huawei. Global foldable shipments are forecast to rise 37% year over year in 2027, the fastest growth rate since 2022. With that pace, the next 100 million cumulative units could arrive within about three years.
Apple is expected to make an immediate impact even with a short selling window in 2026. Counterpoint forecasts up to 6 million foldable iPhone shipments this year, giving Apple about 25% of the global foldable market and the No. 2 position behind Samsung at 38% and ahead of Huawei at 22%. The firm says that ranking would be significant so soon after Apple enters the category.
Supply, not demand, is expected to cap the early ramp. Initial production of Apple’s first foldable iPhone is likely to stay limited after this week’s expected unveiling, with sales and deliveries building gradually as availability expands by market. Associate Director Liz Lee said those constraints keep the upper end of the 2026 forecast at 6 million units, but that Apple can still take a quarter of the market and move straight into second place.
A full year of Apple sales is then expected to be a major driver in 2027. Counterpoint forecasts Apple’s foldable shipments will more than double and its share will reach 40%. Samsung remains the innovation leader in the category, while Huawei continues to be a key force in China with a wide range of designs. Other brands, including Xiaomi, Motorola, HONOR, Google, vivo and OPPO, are also preparing new foldables, including wider-format models.
Research Director Tarun Pathak said Apple’s entry will increase competition at the premium end, but the category is still small enough that there is room for several vendors to grow. The broader mix of designs and brands, he said, should help the market expand over the next few years.
Counterpoint argues the longer-term test will be user experience, not just hardware novelty. Price points remain about three times those of conventional slab smartphones, and mass-market adoption is still some years away. For now, the firm sees foldables splitting between productivity and content-consumption use cases as more premium buyers enter the segment.
MacDailyNews Take: Apple will quickly dominate the foldable smartphone market.
Apple’s first foldable iPhone is projected to ship more than 10 million units in its debut year, according to research firm IDC.
Apple will sell every foldable iPhone it can make next year and still have people lining up to buy.
Apple wasn’t first with fingerprint recognition, they were the first to do it right with Touch ID. Apple wasn’t first with facial recognition, they were the first to do it right with Face ID. Apple wasn’t first with contactless payments, they were the first to do it right with Apple Pay. — MacDailyNews, February 27, 2019
If and when Apple debuts a foldable iPhone, they’ll be showing the world how it should be done and what to copy going forward. As usual. — MacDailyNews, February 27, 2019
As with fingerprint and facial recognition, when Apple debuts a foldable iPhone, then foldable smartphones will have been done right. — MacDailyNews, January 17, 2019
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New iPhone colors could give Wednesday’s launch an immediate visual refresh, with Dark Cherry and lighter blue finishes among the shades rumored for the iPhone 18 Pro generation. But replacing Cosmic Orange in the promotional photographs would leave an uncomfortable question behind: what happens to customers whose orange iPhone 17 Pro has reportedly turned pink?
Owners have posted accounts of discoloration on Reddit and Apple’s own community forum. Some describe receiving replacement devices; others say their requests were rejected as cosmetic issues. The reports establish a reason for scrutiny, although they do not establish how frequently the problem occurs or whether every affected phone shares the same cause.
Apple does not appear to have published a dedicated technical explanation or a general service program addressing these complaints. With another generation approaching, the company has an opportunity to explain what owners should expect from the finish on an expensive phone—and from support when that finish changes.
The iPhone Colors Expected This Week
The most consistent iPhone 18 Pro rumors center on Dark Cherry, sometimes described as burgundy or deep red, and Sky Blue, also called Light Blue. The neutral option remains disputed.
According to the latest color-leak roundup, Sonny Dickson shared an image of alleged SIM trays suggesting Silver, Dark Cherry, and Sky Blue. A separate claim from Fixed Focus Digital points to Black taking Silver’s place.
That leaves a plausible three-color lineup without agreement on all three finishes. The names also remain unofficial; a supplier’s description does not necessarily become the name displayed in the Apple Store.
The same reporting favors black and white for the foldable iPhone Ultra. A purported reddish version lost credibility after Mark Gurman identified the images associated with it as Xiaomi renders, and the post sharing them was subsequently deleted.
Cosmic Orange is absent from these leading launch rumors. Its possible departure would fit the annual rotation of signature shades, but there is no evidence that Apple is changing colors because of the discoloration complaints.
For buyers, the distinction is straightforward: a new shade may make the next phone look different. Its name cannot establish that its finish will age better.
Image Credit: Apple Inc.
Cosmic Orange Owners Have Described Different Outcomes
One detailed Reddit replacement account describes an iPhone 17 Pro camera plateau turning pink approximately two weeks after purchase. The owner said the rest of the phone was protected by a case and denied using bleach, peroxide, or other treatments to produce the change.
According to that account, Apple Support escalated the case and supplied a warranty replacement without initially identifying the cause. The owner posted comparison images and later said an engineer contacted them after receiving the original phone, asking questions about usage and environmental conditions.
That reported follow-up complicates any claim that Apple has ignored every customer. At least some owners describe service and further investigation.
A separate Reddit complaint about a salmon-pink camera plateau describes a less satisfactory experience. The owner said the change became noticeable after several months and continued to develop. They reported being directed toward cleaning guidance and told that assistance would be outside warranty coverage, despite saying they had used only a microfiber cloth.
These accounts are owner testimony, not independently inspected service records. Different histories or inspection findings could explain different decisions. Even so, they expose the uncertainty customers face when trying to understand whether a changing finish is considered wear, external damage, or a possible manufacturing problem.
Someone seeking help should not have to reconstruct an unofficial support policy from strangers’ experiences.
Apple Community is a customer discussion forum hosted by Apple. A complaint appearing there is evidence that an owner raised the issue publicly; replies from community participants do not amount to an official engineering finding or company statement.
The posts also cannot tell us the failure rate. A forum collects people who have a reason to speak, and the same incident can circulate through multiple websites. Counting photographs, comments, or reposts would not produce a reliable estimate of affected devices.
But the absence of a reliable denominator should not make individual complaints disappear. A customer does not need to demonstrate that thousands of other phones have changed color before their own device deserves an inspection and a reasoned response.
The unresolved issue is how Apple distinguishes those cases and communicates the result.
Image Credit: Apple Inc.
Cleaning Guidance Is Not a Diagnosis
Apple’s official iPhone cleaning instructions advise against products containing bleach or hydrogen peroxide. They recommend appropriate gentle cleaning methods and warn against abrasives and several categories of household cleaner.
That guidance is useful for protecting a device. It does not establish that prohibited cleaning products caused every Cosmic Orange complaint.
Some owners expressly deny using those substances. Their statements cannot rule out every possible exposure, but a general warning cannot substitute for examining what happened to a particular phone.
Suggestions involving sunlight, chemical reactions, or variations in the finish’s protective treatment continue to circulate. None should be presented as the universal explanation without testing that connects the proposed cause to the reported changes.
A credible public response could explain whether Apple has identified a recurring mechanism, whether certain production periods require attention, and what service teams should examine. If the company concludes that several unrelated causes are involved, that would also be useful information.
The current uncertainty leaves customers debating material science when they should be able to ask a much simpler question: why does this phone no longer look like the one they bought?
A Premium Finish Is Part of the Product
Color is something Apple asks customers to choose deliberately. It receives prominent space in launch presentations, retail displays, advertising, and the ordering process. Buyers coordinate cases and accessories around it, and some wait for a particular finish to become available.
It is reasonable to expect that choice to survive ordinary use.
Normal wear exists, and no finish should be described as indestructible. Scratches, impacts, and chemical exposure can alter a device. A reported change from orange to pink, however, warrants an explanation rather than an assumption that every visible change belongs in the same category.
The financial stakes are also difficult to quantify responsibly. There is no verified public count of affected Cosmic Orange devices, no established failure rate, and no disclosed average remediation cost. Those gaps prevent a credible estimate of billion-dollar exposure.
The purchase value of potentially affected phones would not equal Apple’s repair liability in any event. A repair, replacement, refund, and lost future sale are different costs.
The more immediate commercial concern is confidence. A customer who receives a satisfactory explanation may accept a service decision even when it is disappointing. A customer who feels dismissed may carry that experience into their next purchase—and into conversations with other buyers.
New Colors Need Evidence That Lasts Beyond Launch Day
Dark Cherry could become the finish most associated with the iPhone 18 Pro. The Ultra’s rumored neutral palette could place greater attention on the foldable design itself. Neither possibility tells us how those surfaces will look after months in pockets, cases, cars, and everyday handling.
Early product photographs will help buyers judge appearance. Longer ownership will reveal whether the finish retains it.
For existing Cosmic Orange owners noticing a change, documenting the phone under consistent lighting is a useful first step. Images taken on different days can help distinguish a developing alteration from reflections or camera white balance. Photographs of the complete device can also show whether the change is limited to exposed areas.
Keeping the purchase receipt, support case number, and written inspection outcome makes subsequent conversations easier. If service is declined, the useful question is what finding led to that decision and whether the device was assessed for a possible materials or workmanship issue.
A new color announcement will not supply those answers to someone still holding the previous generation.
iPhone prices are drawing attention ahead of Wednesday’s launch, with U.S. estimates placing the iPhone 18 Pro around $1,250 to $1,300, the Pro Max around $1,350 to $1,400, and the foldable Ultra above $2,000. Those expectations build on reports of a new premium price tier for the foldable iPhone, but the figures circulating under Vodafone’s name need closer examination.
Vodafone Egypt has denied that the alleged pricing leak came from its operation. In a September 4 correction, PhoneArena reported the carrier’s response and acknowledged that it could not verify the material.
The American price estimates and the overseas carrier claims come from different sources. Apple has not announced U.S. retail prices for any of these devices.
U.S. iPhone Prices Could Rise Across the Pro Lineup
For American buyers, the most useful figures are the estimates expressed directly in U.S. dollars. Current reporting on the projected Pro prices places the iPhone 18 Pro between $1,249 and $1,299 and the iPhone 18 Pro Max between $1,349 and $1,399.
Those ranges reflect expectations built around TrendForce’s pricing outlook. They are possible starting prices before applicable sales tax, rather than authenticated carrier listings or amounts Apple has approved publicly.
The foldable has a wider potential spread. In its September 3 forecast, TrendForce estimated a starting price between $2,099 and $2,299, with the highest configurations potentially exceeding $3,000.
The firm expects price increases of roughly 10% to 20% for the new models as rising memory costs put pressure on production expenses. It also expects Apple to absorb some of those costs to protect demand.
An increase in component spending does not translate directly into the same increase at checkout. Apple can accept a smaller margin, negotiate elsewhere in the supply chain, or distribute the increase differently across models and storage configurations.
The exact starting capacities will therefore deserve attention alongside the prices. A more expensive entry model that includes additional storage presents a different comparison from an unchanged configuration carrying a higher charge.
Image Credit: AppleMagazine
Australian Ultra Claim Converts to About $2,700
The separate Australian claim would put the entry iPhone Ultra at approximately $2,700 when converted into U.S. dollars. The original amount is AU$3,699 for a purported 256GB model.
The same claim lists a 512GB version at roughly $3,000 in converted value, with an original price of AU$4,199. The alleged 1TB model approaches $3,400, corresponding to AU$4,699. These rounded equivalents provide context for the overseas figures; they are not predicted American retail prices.
The post also names September 12 as the preorder date. Neither that date nor the claimed Australian pricing has been authenticated through a public carrier announcement.
The proposed storage structure adds about $360 in converted value at each step, or AU$500 locally. If accurate, that would make storage selection a substantial part of the purchase rather than a minor addition to the headline price.
A buyer planning to record large amounts of video or carry a substantial offline library could quickly move into a more expensive configuration. Comparing an entry Pro with a fully equipped Ultra would then combine two separate premiums: the folding hardware and the extra capacity.
The Egyptian Figures Are Disputed
The alleged Egyptian listing translates to approximately $1,930 for the iPhone 18 Pro, $2,070 for the Pro Max, and a little over $3,000 for the Ultra, using the conversions reported when the claim circulated.
The original figures were EGP 98,000, EGP 105,000, and EGP 155,750, respectively. Vodafone Egypt’s denial means these amounts cannot be presented as prices confirmed or leaked by the carrier.
A recognizable logo and local currency can make a screenshot appear convincing. They do not establish that a company published it, that its contents are authentic, or that the amounts represent final retail pricing.
For U.S. buyers, this material offers no dependable basis for changing an upgrade budget. Its main relevance is explaining where some of the unusually high numbers appearing online originated.
Image Credit: AppleMagazine
Currency Conversions Can Exaggerate U.S. Expectations
An overseas price converted into dollars answers what that amount of foreign currency is worth. It does not reveal what the same product will cost in an American store.
Tax treatment contributes to the difference. Australian consumer prices generally include GST, while U.S. advertised prices typically exclude sales tax. Regional pricing also reflects currency planning, distribution expenses, and commercial decisions.
Removing tax and applying an exchange rate still would not produce an official American price. Companies set regional prices for a selling period, rather than adjusting them continuously to match daily currency movements.
The same limitation applies when comparing percentage differences with an older phone. Assuming that the Ultra will carry an identical premium over the Pro in Australia, Egypt, and the United States introduces another unverified step.
That is why the direct U.S. estimates deserve priority when considering a purchase here. The international claims can provide additional context, but they should not replace an American price forecast or be mixed into it as supporting confirmation.
The Ultra Premium Creates a Different Buying Decision
If the projected U.S. ranges hold, the foldable could cost roughly $700 to $950 more than the Pro Max at entry level. That is a substantial amount to spend on a different form factor.
The larger internal display would need to earn its place in everyday use. Reading documents, comparing information, reviewing photographs, and working with more content on screen could make the extra space valuable. Someone primarily interested in photography, messaging, and navigation may find fewer reasons to make the jump.
The most expensive device also will not automatically be the best choice in every category. Camera versatility, battery endurance, weight, and comfort can favor different designs. Those comparisons will become more useful once Apple publishes complete specifications.
For a first-generation foldable, repair pricing deserves particular attention. An attractive monthly device payment can look different once accidental-damage protection and display service costs enter the ownership budget.
Carrier Offers Will Need Their Own Comparison
Apple’s September 9 event announcement confirms a presentation at 10 a.m. Pacific Time. Product pricing, availability, and ordering details remain separate from that confirmed schedule.
When American carrier offers appear, the monthly figure should be read together with the requirements attached to it. A promotion may depend on an eligible trade-in, a particular service plan, or credits distributed across an extended agreement.
A household already using the required plan might receive substantial value. Someone moving to a more expensive plan solely to obtain a phone discount could spend more over the full term.
The final comparison should use the same storage capacity and include the upfront payment, service cost, financing charges, and any credits lost by leaving early. A smaller payment on the device line of the bill does not necessarily produce a smaller total bill.
iPhone 18 launch, Apple Park, iPhone 18, iPhone 18 Pro, iPhone 18 Pro Max, iPhone Ultra, foldable iPhone, Apple event, September event, John Ternus, Steve Jobs Theater, iOS 27, iPhone camera, variable aperture, liquid metal hinge, foldable display, hands-on event, product launch, Cupertino, smartphone news
The iPhone 18 launch is turning Apple Park into more than a stage for Wednesday’s presentation. The September 9 Apple event already carries unusual expectations around a possible foldable iPhone, a new generation of Pro cameras, and John Ternus’ first major product introduction as CEO. Reports of additional event staff now suggest that the experience awaiting invited media could be larger and more demanding than a conventional iPhone demonstration.
The official event announcement confirms that “Surprise and shine” begins September 9 at 10 a.m. Pacific Time, with worldwide streaming through apple.com, Apple TV, and YouTube. The invited audience will attend from Apple Park, but the increased activity surrounding the event does not necessarily mean that the company will abandon its carefully produced video format for a completely live keynote.
A polished presentation can explain specifications, introduce software, and display new hardware from perfect angles. It cannot reproduce the first sensation of opening a foldable screen, examining a crease under direct light, testing a mechanical hinge, or watching a camera respond as the lighting changes. Those moments happen after the main presentation, inside the hands-on areas where early opinions begin to form.
Apple Park Scales Up for the iPhone 18 Launch
The first indication of a larger operation arrived through an internal program for US retail employees. According to reporting distributed by Bloomberg, store employees were invited to enter a lottery for positions supporting the in-person unveiling.
Selected employees were expected to organize lines, check in guests, provide directions, welcome attendees, and assist security teams. Employees who participated in WWDC 2026 or the iPhone 17 event were reportedly excluded, allowing another group of retail workers to experience the launch.
The existence of the lottery does not prove that the keynote itself will return to a traditional live-stage presentation. Apple has previously recruited retail employees to support events, and the company has not disclosed how many people were selected this year.
It does confirm that the Apple Park gathering requires a substantial customer-facing operation beyond the team producing the presentation. Retail employees already know how to direct visitors, explain products without overwhelming them, manage queues, and identify when someone needs technical help.
Those skills become particularly useful during an event attended by journalists, photographers, analysts, creators, and international guests, all trying to reach the same devices within a short period. Additional staff can prevent the hands-on area from becoming a crowded ring around a few demonstration tables.
The iPhone 18 launch may also require more movement between specialized spaces. A conventional phone can be displayed in rows according to color or size. A foldable model needs room for repeated opening and closing, interface demonstrations, durability questions, and comparisons between its exterior and interior screens. Camera testing requires a different environment again.
Apple Park does not need to undergo a permanent architectural transformation for that expansion. Modular tables, managed lighting, guided demonstrations, additional charging equipment, and more employees can significantly enlarge the experience around Steve Jobs Theater for a single afternoon.
Image Credit: AppleMagazine
A Foldable iPhone Needs a Different Kind of Demo
The rumored iPhone Ultra is likely to attract the longest lines if it appears on Wednesday. It would represent the first substantially new iPhone form factor since the current full-screen design became established, and its appeal cannot be communicated through processor charts alone.
Visitors will want to know how the hinge feels at different angles, whether the device stays open when partially folded, how much pressure is required to close it, and whether both sides align evenly. They will inspect the central folding area under bright light and move a finger across the display to determine whether the crease is visible, noticeable by touch, or effectively hidden during normal use.
Display stress remains one of the most difficult engineering problems in the foldable category. TrendForce’s analysis of foldable display technology explains that crease reduction depends on controlling stress across the panel’s multilayer structure. Ultra-thin glass, optically clear adhesive, support plates, and the position of the display’s neutral layer can all influence how the screen behaves after repeated folding.
Reports have associated the iPhone Ultra with a liquid-metal hinge and a virtually creaseless internal display, but neither detail has been announced. Even if the production device resembles those descriptions, “virtually creaseless” will remain a subjective claim until people can examine the screen from different angles and under different lighting conditions.
Apple will consequently need demonstration units that are fully accessible rather than fixed behind stands. A journalist should be able to fold the device repeatedly, rotate the internal display, type with the phone partially open, and watch iOS 27 transfer an activity between the exterior and interior screens.
Those interface transitions could be as revealing as the physical hardware. A larger display gains value when an app can reveal another column, create a more capable workspace, or reposition controls without simply enlarging the standard iPhone interface.
Demonstrators may need to direct visitors toward examples that reveal those differences within the limited time available. Mail, Maps, Photos, Safari, video calling, document editing, and drag-and-drop workflows could communicate the benefit of the larger display faster than a static home screen.
The hands-on area must also answer durability questions without pretending that a few minutes can replace months of ownership. Hinge resistance, protection around the folding axis, weight distribution, screen reflections, and off-center visibility can be judged immediately. Long-term wear, dust resistance, and thousands of folding cycles cannot.
Camera Testing Could Become Part of the Event
The Pro camera system is expected to receive one of the lineup’s most technical hardware changes. Previous iPhone 18 Pro camera reporting has centered on a mechanical or variable aperture, which could physically alter the amount of light passing through the main lens.
A conventional fixed-aperture smartphone camera manages exposure through shutter speed, sensor sensitivity, computational processing, and other electronic controls. A mechanical aperture can change the physical opening through which light reaches the sensor. Depending on its design, that could provide additional control over exposure, depth of field, highlights, and the appearance of subjects at different distances.
Current pre-event iPhone 18 expectations indicate that the feature may be exclusive to the iPhone 18 Pro Max, although its final availability will remain uncertain until the presentation.
A normal demonstration table would reveal little about such a camera system. Effective testing requires contrast, motion, faces, reflections, foreground objects, and meaningful changes in brightness.
Apple has previously used prepared scenes to demonstrate cameras, making controlled lighting stations a reasonable possibility for the iPhone 18 launch. No dependable report has confirmed that a dedicated photography pavilion or a particular new installation has been constructed for Wednesday, however.
A useful setup would allow creators to move between bright and dim areas while watching the aperture respond. A foreground object positioned near a person could demonstrate changes in depth of field. Directional lights could reveal highlight handling, while a darker scene could test whether the physical aperture works smoothly with computational photography.
Video creates another challenge. Any aperture adjustment during recording must appear gradual rather than causing sudden jumps in exposure or background separation. If manual control is available, photographers will immediately look for the number of supported aperture positions and whether a chosen setting can be locked before recording.
These demonstrations would offer the in-person audience something that cannot be reproduced during the stream. The presentation can display carefully selected photographs and video clips, but activity around the camera stations will reveal how quickly professionals understand the controls and whether the results remain convincing outside a prepared promotional sequence.
John Ternus Faces His First Apple Park Test
Wednesday’s event will be John Ternus’ first major product launch as CEO. That creates an unusual balance between continuity and change. The campus, production team, executives, and controlled demonstrations remain familiar, while the person responsible for the final message has changed.
Ternus does not need to replace every established event practice during his first days in the role. A larger in-person component would let him place more attention on direct product experience without sacrificing the timing and visual precision of a prerecorded presentation.
A live welcome, appearances around the campus, and extended media access after the video could establish his presence without forcing the event into an entirely different format. His background in hardware engineering also makes this a suitable launch for more detailed demonstrations, particularly if the lineup includes a new hinge, display construction, or mechanical camera component.
The hardware surrounding the iPhone 18 launch will test how well the company explains unfamiliar decisions. A foldable iPhone must justify its size, construction, software behavior, and likely premium price within minutes. The Pro camera must demonstrate an advantage that remains visible after computational processing. Accessories must protect new shapes without making them unpleasant to hold.
Retail employees working at Apple Park can observe those reactions closely. They will hear which controls require an explanation, which accessories create hesitation, and which claims prompt the same questions repeatedly. That experience can return to stores before customers begin arriving for demonstrations of their own.
The Hands-On Area Becomes the Real Examination
Apple controls every frame of its presentation video, but it cannot control every observation made after the screens turn off. A foldable display will be photographed from difficult angles. Its hinge will be opened hundreds of times. Camera samples will be compared before visitors have left Apple Park. Any awkward transition, reflection, or confusing control will circulate within minutes.
This makes the in-person operation more demanding than a larger guest list might suggest. Every demonstration unit must remain charged, connected, clean, updated, and ready for the next visitor. Foldable devices may require closer inspection between sessions, while camera areas need staff who understand both the feature and the conditions created to demonstrate it.
The employees around those spaces should provide enough guidance to help visitors locate unfamiliar features without turning every interaction into another scripted presentation. Excessive control makes a demonstration feel artificial; too little creates confusion and crowded tables.
Apple Park therefore becomes a second launch platform after the worldwide stream. The video introduces the products, while the hands-on area exposes them to fingers, lenses, questions, and immediate judgment. By Wednesday afternoon, the questions repeated most frequently around those demonstration tables may offer the first indication of how easily the iPhone 18 lineup can explain itself.
An alleged circuit and solder-joint diagram for Apple’s upcoming A20 Pro chip offers a detailed look at the internal architecture expected to power the iPhone 18 Pro, iPhone 18 Pro Max, and Apple’s rumored first foldable iPhone.
The leak comes from Chinese social media network Weibo, where tech user “Fried White Rice” reconstructed the processor’s layout by mapping solder ball positions and overlaying them with die-level images. While analyzing chip layouts via solder points is indirect and far from an exact science, the findings highlight a series of plausible, performance-focused internal upgrades.
Key Architectural Highlights
• 7-Core GPU (Up from 6 Cores): The diagram indicates a shift from the 6-core graphics configuration found on the A19 Pro to a 7-core design on the A20 Pro—a roughly 16% increase in GPU cores.
• Wider Memory Interface (96-bit Bus): The layout suggests a upgrade to a 96-bit memory interface for LPDDR5x RAM, expanding beyond the 64-bit interface used in the previous generation. This 50% widening of the memory bus would significantly boost overall memory bandwidth, helping feed graphics-heavy games and onboard machine learning models.
• Expanded L2 Efficiency Cache: While the CPU retains its standard configuration—two performance cores paired with four efficiency cores—the shared L2 cache for the four efficiency cores reportedly increases from 6MB to 8MB. The two performance cores appear to keep their existing 16MB L2 cache.
• Performance Expectations: Coupled with recent supply chain rumors, the A20 Pro is projected to deliver up to 18% faster overall speeds and 30% better power efficiency compared to its predecessor.
Outlook and Expected Announcement
Beyond processing improvements, the A20 Pro is expected to accommodate a revamped Image Signal Processor (ISP) and Neural Engine.
MacDailyNews Take: With Apple anticipated to unveil the iPhone 18 Pro lineup shortly, these architectural changes point toward a heavy emphasis on graphics performance, local Apple Intelligence processing, and memory-intensive workflows. However, as with all pre-launch board-level leaks, these architectural deductions remain unconfirmed until Apple officially takes the stage.
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3D render claiming to depict Apple’s first foldable iPhone (image: Jon Prosser)
Apple’s first foldable iPhone could contribute about $14 billion in revenue in the December quarter, according to Morgan Stanley, which called next week’s product event the company’s most consequential since the iPhone X.
Analyst Erik Woodring described the device as the biggest iPhone form-factor change since 2017. The bank expects strong early demand, but tight supply, with 7 million to 8 million units built in the second half of 2026 and as many as 20 million over the first product cycle. Shipments are expected to start in October or early November.
Morgan Stanley also framed the launch as a test of Apple’s pricing power. Rising NAND and DRAM costs are expected to push Pro models more than $200 higher year over year. The key upgrade on the iPhone 18 Pro is likely TSMC’s 2-nanometer process, aimed at stronger on-device AI performance. The bank said Apple appears more focused on securing components than finding buyers, though memory supply could still limit near-term production.
The September 9th event will also mark a leadership shift. New CEO John Ternus is expected to introduce the foldable — rumored as iPhone Fold or Ultra — alongside what Morgan Stanley called the broadest like-for-like iPhone price increases in company history. Woodring kept an Overweight rating and a $360 price target, noting Apple stock often outperforms into launch events, but can fade on the day itself. Sustained gains, he said, will depend on later estimate revisions.
Other analysts have put the foldable at roughly $2,300 to $2,500. Independent checks from Ming-Chi Kuo have pointed to similarly constrained early volumes and the possibility of weeks-long wait times.
MacDailyNews Take: We’ll see how supply holds up when pre-orders beign – likely within a minute or two. If you want one of the first foldable iPhones, you’ll need to pre-order within the first minutes!
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3D render claiming to depict Apple’s first foldable iPhone (image: Jon Prosser)
Even before its unveiling, Apple’s first foldable iPhone has already become the design benchmark the rest of the industry is racing to copy. Google, Oppo and Vivo are now preparing to adopt the same dual ultra-thin glass (UTG) structure Apple pioneered, TheElec reports citing industry sources.
The dual-UTG approach places one sheet of ultra-thin glass above the OLED panel as the cover window and a second sheet beneath it for structural support. The upper layer, thinned to tens of micrometers, protects the display from impacts and scratches while still folding repeatedly. The lower layer spreads stress around the hinge and stiffens the panel from below. Together, the two glass layers give manufacturers tighter control over rigidity and folding stress, which helps reduce the crease that has long defined cheaper foldables.
Apple chose this construction as a late entrant precisely because it wanted to minimize crease visibility and raise overall quality rather than simply match existing products. That decision is now being treated as the new premium standard. Samsung Display is already building dual-UTG OLED prototypes to the specifications of Google, Oppo, and Vivo, working with partner Dowoo Insys on both the upper and lower glass layers. Mass production is targeted for the companies’ 2027 launches.
Samsung’s own Galaxy Z Fold8 series takes a different route: a single UTG layer on top plus a titanium alloy film and reinforced titanium plate underneath. That architecture is simpler and cheaper to manufacture at scale. Apple’s rivals, however, have decided the extra glass is worth the cost. Oppo and Vivo in particular have made crease reduction and durability central selling points for their Find N and X Fold lines. Google is expected to follow the same path with its next Pixel Fold.
The three companies all sell book-style foldables — the Pixel Fold series, Find N series, and X Fold series. Their current flagships are the Pixel 11 Pro Fold, Find N6 and X Fold6. New models using dual UTG are slated for early 2027 at Oppo, the first half of the year at Vivo, and the second half at Google.
For the UTG supply chain the shift is unambiguously good news. Even if overall foldable shipments stay flat, each device will now consume two sheets of glass instead of one. Apple’s decision to lead with dual UTG did not just improve its own product; it doubled the material content the rest of the market is now lining up to use.
MacDailyNews Take: Apple leads. All others follow. As usual.
As with fingerprint and facial recognition, when Apple debuts a foldable iPhone, then foldable smartphones will have been done right. – MacDailyNews, January 17, 2019
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Apple Chief Executive Officer John Ternus touted the company’s strong product pipeline and teased a “phenomenal” iPhone launch next week in his first remarks to employees as their new leader, according to Bloomberg News‘ Mark Gurman.
Ternus, who officially began as CEO on Tuesday, sent a company-wide memo on his first day. The former head of hardware engineering thanked staff for their well-wishes and lauded Apple’s upcoming products and longer-term pipeline.
“Today, on my first day as CEO, I just wanted to send a quick note to thank everyone for the warm wishes,” Ternus wrote. “I also want to extend my deep appreciation to Tim for sharing so much of his knowledge and experience during this transition, and more importantly, for everything he contributed to Apple over the years. We’re so lucky to have had a CEO who led with his values and with such decency and humanity. We are all better for it, and I’m so grateful he’ll be our executive chairman.”
He added: “I’m honored to be stepping into this role at what is truly the greatest company in the world, and I am so excited about everything we have in store. We have a huge launch next week that’s going to be phenomenal. Thanks for everything you’ve all done to make it possible.”
The September 9th event, branded “Surprise and Shine,” will be Ternus’s first major product launch as CEO and is widely anticipated to include new high-end iPhones and Apple’s first foldable iPhone. Apple typically uses its September event to introduce the products that generate most of its revenue.
Ternus said he is equally focused on what comes after the launch. The CEO said that he’s excited about what “lies beyond” the new iPhone release, “including the incredible products already in the works and the ones we haven’t even imagined yet that we’ll dream up and create together.”
“There’s no team in the world I’d rather build the future with,” he wrote. “More to come. In the meantime, thanks for your excellent work!”
The remarks come as Ternus inherits a company preparing a broader hardware push beyond the annual iPhone cycle, including products already in development that Gurman has previously reported span new categories planned over the next several years.
MacDailyNews Take: Let’s go!
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CAD renders revealed in March show Apple’s rumored foldable iPhone design
Apple is intensifying preparations for its annual September product launch event while incoming CEO John Ternus assembles his leadership team and new details emerge about a discarded element of the company’s recently launched device-leasing program called “Apple Upgrade.”
The company is readying for what is described as its biggest event of the year, expected in the first half of September. Retail employees in the U.S. are participating in a lottery for roles supporting the in-person media gathering at Apple Park, including organizing lines, checking in guests, providing directions, greeting attendees, and assisting security. The event is widely anticipated to feature the latest iPhone models, including Pro variants and Apple’s first foldable iPhone, among other hardware.
At the same time, John Ternus is preparing to assume the CEO role on September 1, succeeding Tim Cook, who will become executive chairman. As part of early management moves, Bloomberg News‘ Mark Gurman reports, Ternus has brought back Laura Legros, a former vice president of hardware engineering who retired in 2022. Legros previously worked under Ternus and will return as a vice president reporting directly to him. In the new role, she is expected to work cross-functionally, helping coordinate product delivery, development schedules, and alignment across engineering teams — serving as a bridge between different parts of the organization. The hire marks a rare instance of Apple recalling a retired executive and reflects Ternus beginning to put his stamp on the leadership ranks ahead of the transition.
Separately, fresh details have emerged about a scrapped “white-glove” concept for Apple Upgrade, the leasing program that launched in late July and replaced the prior iPhone Upgrade Program and standard financing options. Apple had considered shipping replacement devices already preloaded with a customer’s data and settings restored from an iCloud backup, so the new hardware would arrive ready to use. The technical challenges were not the primary barrier. Instead, privacy and security concerns — along with the optics of the company accessing and restoring personal backups onto devices in its facilities — led the company to abandon the idea. The launched version of Apple Upgrade does not include any such pre-setup feature.
These developments underscore Apple’s focus on a high-stakes product cycle and organizational shifts as Ternus prepares to lead the company into its next phase.
MacDailyNews Take: We’re glad that Apple Upgrade feature was scrapped! Now, we hope for Ternus’ sake that there are enough people left at Apple who remember how the company ran under Steve Jobs so that the company can quickly get back into that mindset. Churning out iterations of Jobs era products for fifteen years fueled a lot of brain drain and Cook era sclerotic thinking at the company over the last decade and a half. Fingers crossed!
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Apple is already making plans for its third-generation foldable iPhone, with launch expected as early as 2028, according to Bloomberg's Mark Gurman.
Writing in his latest "Power On" newsletter, Gurman said the first foldable iPhone is about to get what he called the device's first "truly revolutionary design change" this year, and that Apple already has a roadmap extending two generations beyond it. A second-generation model is planned for 2027, Gurman says, with a third version following as early as 2028.
The third-generation foldable will apparently feature slightly larger displays on both the inside and the outside compared to its predecessors, though he did not provide specific screen sizes. The first foldable iPhone is expected to launch with a 7.8-inch inner display and a 5.5-inch cover display, so any increase would build on those dimensions. This is the first report to lay out plans for a third-generation model, extending Apple's foldable roadmap a year beyond where it previously stood.
The first foldable iPhone is expected to arrive this year with an ultra-thin design, Touch ID instead of Face ID, the A20 chip, C2 modem, and the moniker "iPhone Ultra," at a price around or above $2,000. The second-generation foldable, meanwhile, is reported to have already received the go-ahead for development, according to the Weibo leaker known as "Digital Chat Station," who said the "iPhone Ultra 2" project has been formally approved and will likely reuse the first-generation model's display. That model is expected to launch in fall 2027 alongside the 20th-anniversary iPhone.
New images of camera protector accessories for the "iPhone Ultra" suggest Apple's first foldable iPhone will launch in silver and dark blue finishes.
Leaker Sonny Dickson yesterday shared images of two third-party camera protectors designed to fit over the iPhone Ultra's camera bump, with one in silver and one in a dark blue finish. Dickson has a track record of accurate accessory and dummy model leaks, including his early look at this year's iPhone 18 Pro colors.
The images back up a May report that cited a Macworld supply chain source describing a classic silver and white model alongside an indigo option similar to the iPhone 17 Pro's Deep Blue finish. A silver finish was separately described as the first "confirmed" color in June, and a report the same week suggested the darker option might not be black. Dickson's accessories now offer the clearest visual confirmation yet of that silver and dark blue offering.
These iPhone Fold camera protectors give us a look at two of the colors planned for the device: silver and dark blue. pic.twitter.com/KMaMu4JyZE
The restrained approach stands in contrast to the iPhone 18 Pro, which is rumored to add a Dark Cherry finish and a Light Blue option alongside Silver this year. A black option for the Pro models was also rumored initially, though a subsequent report suggested Apple decided not to include it this year.
The leaked accessories also clearly show the widely rumored design of the camera plateau on the back of the foldable iPhone, featuring two horizontally arranged lenses alongside a pill-shaped flash and a LiDAR scanner. The foldable iPhone Ultra is expected to be announced alongside the iPhone 18 Pro and iPhone 18 Pro Max next month.
3D render claiming to depict Apple’s first foldable iPhone (image: Jon Prosser)
Apple and its suppliers are scrambling to secure enough DRAM (mobile memory chips) ahead of the expected September 2026 launches of the iPhone 18 series and the foldable iPhone Ultra, according to semiconductor analyst Tim Culpan’s exclusive reporting for Culpium.
With under six weeks to the anticipated debut, assemblers are rushing shipments of DRAM. Apple primarily sources from Micron, with additional supply from SK Hynix and Samsung. Severe shortages due to RAMageddon have left processor wafers sitting idle, awaiting packaging—creating pressure to avoid launch shortages.
The issue stems from Apple’s A20 Pro chips (built on TSMC’s 2nm process), which use Wafer-Level Multi-Chip Module (WMCM) packaging that integrates the processor and DRAM at the wafer level. This means DRAM must be available for packaging; unfinished dies cannot simply be stockpiled and completed later. Reports indicate TSMC is holding roughly $1 billion worth of unpackaged Apple processors delayed by the missing memory.
DRAM has been tight for months, driven in large part by memory makers prioritizing higher-margin chips for AI data centers over consumer devices. This has already affected other Apple products (such as certain Macs) with longer wait times. Apple and its partners (including assemblers like Foxconn) expect to meet initial launch demand, but retail stock could deplete quickly and online preorder wait times may stretch afterward. The foldable iPhone Ultra, with its more complex design and lower planned volumes (historically projected in the low millions for the second half of the year in related analyst notes), is viewed as particularly vulnerable to limited availability.
Culpan’s sources indicate Apple plans roughly 200 million combined units across the iPhone 18, 18 Pro, and Ultra over the product cycle, with the Ultra representing under 10%.
This memory constraint adds to broader industry dynamics of rising memory costs and competing demand from AI infrastructure, which have already influenced pricing discussions and production priorities for Apple hardware.
MacDailyNews Take: Buyers interested in the new Pro models or the Ultra at launch would be advised to pre-order very, very promptly!
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The iPhone 18 Pro, iPhone 18 Pro Max, and foldable "iPhone Ultra" could be in short supply this year, leading to long wait times and an initial sellout during preorders.
Semiconductor analyst Tim Culpan says Apple is having trouble getting enough DRAM to finish production of the new iPhone models, and chip supplier TSMC has $1 billion worth of unpackaged processors waiting on memory chips.
Apple's new A20 Pro chips are built on TSMC's 2nm process and use Wafer-Level Multi-Chip Module packaging to integrate the processor and DRAM at the wafer level. Unfortunately, that means TSMC needs to have the DRAM on hand for assembly, and it can't be added at a later step. Apple is not able to stockpile finished dies and then add DRAM when it becomes available.
Apple and its assemblers think they can meet initial demand, but retail inventory could sell quickly, leading to prolonged delivery estimates. The chip backlog will delay main logic board assembly and final device assembly, which could impact production at Foxconn and other assemblers.
DRAM has been in short supply for months and has led to long wait times for the Mac Studio, Mac mini, and MacBook Air. Companies that make memory are prioritizing chips for AI data centers because those chips are more profitable, leaving little capacity available for manufacturing chips for consumer devices.
We've had ongoing rumors about manufacturing issues with the iPhone Ultra due to the complexity of the design, and supplies of the new foldable could be the most limited of the three iPhone models. Some reports suggest the foldable iPhone could be introduced in September and then launch later, in October or November, but others say it will be available at the same time as the iPhone 18 Pro and Pro Max.
The iPhone Ultra is going to cost as much as $2,500, but the novel form factor and Apple's new Apple Upgrade pricing option could lead to more people being willing to shell out for the device. Apple is also expected to raise prices for the iPhone 18 Pro and iPhone 18 Pro Max, and analysts believe the devices could be up to $300 more expensive because Apple is paying more for RAM.
Last year, the iPhone Air, iPhone 17 Pro, and iPhone 17 Pro Max sold out during the preorder period, and shipping times extended into October. Along with potential production delays impacting supply, there will be no lower-cost iPhone 18 for people to choose this year, putting more pressure on iPhone 18 Pro supplies. Apple is not planning to launch the standard iPhone 18 until early 2027.
If you're looking to get one of the new iPhone models in September, it's a good idea to preorder right when the devices become available for purchase to have the best chance of getting one on launch day.
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Apple's foldable iPhone Duo will come with Apple Pencil support, reports 
