Apple (AAPL) Plans 10 Million Foldables And An iPhone Ultra Push – Yahoo Finance Singapore

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Apple (NasdaqGS:AAPL) is planning a major expansion of its iPhone lineup between H2 2026 and H1 2027, including at least five new models.
The company is preparing its first foldable iPhone and is targeting production of around 10 million units.
Apple also plans to introduce a premium iPhone Ultra model at the top of the range.
To address memory chip supply constraints, Apple is diversifying to Chinese suppliers that are on a Pentagon blacklist, despite political and reputational risks.
For investors tracking Apple, this planned shift into foldable hardware and a broader iPhone lineup indicates how the company is positioning its core product franchise. Smartphones remain a central revenue driver for Apple, and premium tiers such as the reported iPhone Ultra sit squarely in the higher margin end of the hardware market. At the same time, the decision to work with blacklisted Chinese memory suppliers underlines how supply chain security and political risk continue to intersect for global electronics companies.
The period between H2 2026 and H1 2027 may be important for assessing how Apple balances product differentiation with operational complexity. The scale of foldable iPhone production, the reception of the iPhone Ultra, and any fallout from its memory sourcing choices may all influence how investors evaluate the resilience and flexibility of Apple’s business model.
Stay updated on the most important news stories for Apple by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Apple.
📰 Beyond the headline: 1 risk and 3 things going right for Apple that every investor should see.
⚖️ Price vs Analyst Target: Apple trades at US$308.63 versus a consensus target of about US$315.09, roughly 2% below the target.
❌ Simply Wall St Valuation: Shares are described as trading about 26.3% above estimated fair value.
❌ Recent Momentum: The stock has declined 0.8% over the last 30 days.
There’s only one way to know the right time to buy, sell or hold Apple. Head to Simply Wall St’s company report for the latest analysis of Apple’s Fair Value.
📊 Apple’s push into foldable iPhones and an iPhone Ultra widens the product stack at a time when the stock is already trading above an internal fair value estimate.
📊 Watch execution on foldable unit volumes, pricing for the Ultra tier, and any margin commentary as the broader lineup rolls out between H2 2026 and H1 2027.
⚠️ Supply diversification to Chinese memory suppliers that sit on a Pentagon blacklist introduces potential regulatory and reputational risk to monitor.
For the full picture including more risks and rewards, check out the complete Apple analysis. Alternatively, you can check out the community page for Apple to see how other investors believe this latest news will impact the company’s narrative.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include AAPL.
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