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Foldable MarketHardware Launch· 4 min read· in Technology

Apple to Unveil First Foldable iPhone 'Ultra' on September 9, Challenging Samsung's Dominance

Apple is set to reveal its first foldable smartphone, rumored to be the 'iPhone Ultra,' at its September 9 hardware event. The $2,000 device will feature a book-style design, an ultra-thin chassis with MagSafe support, and a 7.8-inch inner display, entering a premium market currently dominated by Samsung and Chinese manufacturers.

By Wei Zhang

Apple Ecosystem Loyalists 50%Foldable Market Pioneers 50%
Apple Ecosystem Loyalists
Consumers and analysts who view Apple's delayed entry as a strategic advantage.
Foldable Market Pioneers
Early adopters and competitors who see Apple as playing catch-up.

Perspectives this story doesn't cover

  • App developers tasked with adapting software for the new aspect ratio
  • Supply chain manufacturers handling the complex hinge production

Why this matters

Apple's entry into the foldable market validates a form factor that has remained a niche premium segment for years. For consumers, it introduces a major new choice in the ultra-high-end smartphone tier, while forcing competitors like Samsung and Xiaomi to accelerate their own hardware innovations.

Key points

  1. Apple will unveil its first foldable smartphone, the iPhone Ultra, at a September 9 event.
  2. The device features a book-style design with a 7.8-inch inner display and a 5.5-inch cover screen.
  3. Despite its ultra-thin 4.5mm profile, the foldable is expected to support MagSafe wireless charging.
  4. Apple faces stiff competition from Samsung's Galaxy Z Fold 8 and Xiaomi's upcoming 18 Fold.

For years, the smartphone market has felt largely iterative, with consumers holding onto their devices longer as annual updates deliver only minor camera tweaks and processor bumps. That holding pattern is about to break. On September 9, Apple is expected to finally enter the foldable arena, offering buyers a radically different form factor that transforms from a standard handset into a miniature tablet, fundamentally changing how users interact with their mobile devices.

At its "Surprise and shine" hardware event at Apple Park, the company will unveil the "iPhone Ultra"—its first-ever foldable smartphone—alongside the standard iPhone 18 Pro lineup. The launch marks Apple's most significant hardware pivot since the introduction of the iPhone X. By bringing a long-rumored, book-style foldable to market, Apple is stepping into an ultra-premium tier with a starting price expected to hit or exceed $2,000.[1][3]

While competitors have spent nearly a decade refining their hinges and flexible panels in public, Apple has reportedly focused its internal engineering on extreme thinness and durability. The iPhone Ultra is expected to measure roughly 4.5mm thick when unfolded, featuring a 5.5-inch outer cover screen and a 7.8-inch flexible inner display. Apple claims to have minimized the display crease that plagues current foldables, though early supply chain leaks suggest the physical fold line has not been entirely eliminated, regardless of the marketing terminology used to describe it.[2][3]

The iPhone Ultra is rumored to feature a 7.8-inch inner display and an ultra-thin 4.5mm profile.

A major engineering question leading up to the launch was whether a chassis this thin could support wireless charging without overheating or compromising the battery size. According to recent reports, Apple has successfully integrated MagSafe magnets into the iPhone Ultra's ultra-thin frame. This inclusion gives the device a distinct ecosystem advantage over Samsung's newly released Galaxy Z Fold 8, which still lacks built-in magnetic charging alignment.[2][3]

According to recent reports, Apple has successfully integrated MagSafe magnets into the iPhone Ultra's ultra-thin frame.

However, achieving that slim profile requires several notable hardware trade-offs. The iPhone Ultra is expected to drop Face ID entirely, opting instead for a Touch ID sensor integrated directly into the side power button to save internal space. Additionally, the rear camera module will likely feature a dual-lens setup—omitting the dedicated optical telephoto lens found on the iPhone 18 Pro models, a compromise that early foldable adopters are already familiar with.[2]

Apple is not stepping into an empty arena; it is entering a mature and highly competitive field where rivals are already on their eighth generation of hardware. Samsung, the pioneer of the segment, launched its wider Galaxy Z Fold 8 in July to address long-standing complaints about narrow cover screens, while Huawei released its China-only Pura X Max in April.[1]

Apple's entry into the foldable market will challenge established devices from Samsung and Xiaomi.

The timing of Apple's event has also triggered immediate counter-programming from Chinese manufacturers. Xiaomi is set to launch its own passport-style 18 Fold in China on September 7, deliberately undercutting Apple's Cupertino event by just two days. The Xiaomi device reportedly features an even shorter and wider aspect ratio than Samsung's latest offering, highlighting how aggressively the Android ecosystem is iterating on the book-style design.[1][4]

Hardware is only half the equation for a successful foldable; the device's ultimate utility will depend heavily on software execution. Apple is expected to showcase new, iPad-like multitasking features in iOS tailored specifically for the 7.8-inch inner display. The ability to seamlessly transition active applications from the 5.5-inch cover screen to a multi-window tablet interface will be critical to justifying the device's massive price premium, moving beyond the novelty of a folding screen into actual productivity gains.

If the iPhone Ultra ships on time alongside the Pro models, it will serve as a massive stress test for the foldable category as a whole. While Android manufacturers have proven the technology works, foldables remain a niche segment of the broader smartphone market. Apple's entry carries the potential to legitimize the form factor for mainstream consumers, forcing the entire industry to accelerate its hardware innovations or risk losing the ultra-premium tier entirely.

How we got here

  1. July 2026

    Samsung launches the Galaxy Z Fold 8, widening the form factor to address consumer complaints.

  2. August 26, 2026

    Apple officially announces its 'Surprise and shine' hardware event for September 9.

  3. September 7, 2026

    Xiaomi is scheduled to launch its passport-style 18 Fold in China.

  4. September 9, 2026

    Apple is expected to unveil the iPhone Ultra alongside the iPhone 18 Pro lineup.

Viewpoints in depth

Apple Ecosystem Loyalists

Consumers and analysts who view Apple's delayed entry as a strategic advantage.

This camp argues that Apple's strategy of waiting out the early, experimental phase of a technology pays off. By letting competitors like Samsung endure years of fragile hinges and software growing pains, Apple can deliver a highly polished, durable foldable that seamlessly integrates with iOS, MagSafe, and the broader Apple ecosystem from day one. They view the $2,000 price point not as a barrier, but as a reflection of premium build quality that avoids the compromises of first-generation hardware.

Foldable Market Pioneers

Early adopters and competitors who see Apple as playing catch-up.

Samsung and Android foldable enthusiasts point out that Apple is entering a market that is already on its eighth generation of hardware. They argue that features like a 7.8-inch inner display and a dual-camera setup are standard fare, and that Apple's premium price tag demands more than just a refined version of what Chinese and South Korean manufacturers have been selling for years. From this perspective, Apple is no longer defining the smartphone form factor, but rather reacting to a trend established by its biggest rivals.

Sources

Source coverage

4 outlets

2 viewpoints surfaced

Apple Ecosystem Loyalists 50%Foldable Market Pioneers 50%
  1. [1]BigGo FinanceFoldable Market Pioneers

    Apple's $2,000 Foldable iPhone to Debut September 9 in Crowded Field

    Read on BigGo Finance
  2. [2]GSMArena.comFoldable Market Pioneers

    Apple's foldable iPhone Ultra said to feature MagSafe charging

    Read on GSMArena.com
  3. [3]PCMagApple Ecosystem Loyalists

    iPhone Ultra: 5 Ways Apple Can Flip Samsung's Foldable Throne

    Read on PCMag
  4. [4]EngadgetFoldable Market Pioneers

    Xiaomi's new passport-style foldable looks shorter and wider than the Galaxy Z Fold 8

    Read on Engadget

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