{"id":1069378,"date":"2026-07-05T05:36:19","date_gmt":"2026-07-05T05:36:19","guid":{"rendered":"https:\/\/www.europesays.com\/uk\/1069378\/"},"modified":"2026-07-05T05:36:19","modified_gmt":"2026-07-05T05:36:19","slug":"apple-aapl-plans-10-million-foldables-and-an-iphone-ultra-push","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/uk\/1069378\/","title":{"rendered":"Apple (AAPL) Plans 10 Million Foldables And An iPhone Ultra Push"},"content":{"rendered":"\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><a href=\"https:\/\/simplywall.st\/?utm_medium=finance_user&amp;utm_campaign=analysis_head_cta&amp;utm_source=yahoo&amp;blueprint=4648822\" data-ylk=\"slk:Make%20better%20investment%20decisions;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;Make better investment decisions&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">Make better investment decisions<\/a> with Simply Wall St&#8217;s easy, visual tools that give you a competitive edge.  <\/p>\n<ul class=\"yf-1jsc1up\">\n<li class=\"yf-1jsc1up\">\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Apple (NasdaqGS:AAPL) is planning a major expansion of its iPhone lineup between H2 2026 and H1 2027, including at least five new models.  <\/p>\n<\/li>\n<li class=\"yf-1jsc1up\">\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">The company is preparing its first foldable iPhone and is targeting production of around 10 million units.  <\/p>\n<\/li>\n<li class=\"yf-1jsc1up\">\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Apple also plans to introduce a premium iPhone Ultra model at the top of the range.  <\/p>\n<\/li>\n<li class=\"yf-1jsc1up\">\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">To address memory chip supply constraints, Apple is diversifying to Chinese suppliers that are on a Pentagon blacklist, despite political and reputational risks.  <\/p>\n<\/li>\n<\/ul>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">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.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">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&#8217;s business model.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Stay updated on the most important news stories for <a href=\"https:\/\/www.simplywall.st\/\/company\/id\/743f0744-8987-4339-b565-dee3a93e9934\/valuation?utm_medium=finance_user&amp;utm_campaign=news_stay_updated_cta&amp;utm_source=yahoo\" data-ylk=\"slk:Apple;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;Apple&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">Apple<\/a> by adding it to your <a href=\"https:\/\/simplywall.st\/features\/stock-watchlist?utm_medium=finance_user&amp;utm_campaign=news_stay_updated_cta&amp;utm_source=yahoo&amp;blueprint=4648822\" data-ylk=\"slk:watchlist;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;watchlist&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">watchlist<\/a> or <a href=\"https:\/\/simplywall.st\/features\/portfolio?utm_medium=finance_user&amp;utm_campaign=news_stay_updated_cta&amp;utm_source=yahoo&amp;blueprint=4648822\" data-ylk=\"slk:portfolio;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;portfolio&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">portfolio<\/a>. Alternatively, explore our <a href=\"https:\/\/simplywall.st\/stock\/NasdaqGS\/AAPL?utm_medium=finance_user&amp;utm_campaign=news_stay_updated_cta&amp;utm_source=yahoo&amp;blueprint=4648822\" data-ylk=\"slk:Community;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;Community&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">Community<\/a> to discover new perspectives on Apple.  <\/p>\n<p>    <a href=\"https:\/\/www.simplywall.st\/company\/id\/743f0744-8987-4339-b565-dee3a93e9934?utm_medium=finance_user&amp;utm_campaign=infographic&amp;utm_source=yahoo\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"><img loading=\"lazy\" decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/ywAAAAAAQABAAACAUwAOw==\" alt=\"NasdaqGS:AAPL Earnings &amp; Revenue Growth as at Jul 2026\" height=\"613\" width=\"960\" class=\"yf-lglytj loader\"\/><\/a> NasdaqGS:AAPL Earnings &amp; Revenue Growth as at Jul 2026           <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><a href=\"https:\/\/www.simplywall.st\/company\/id\/743f0744-8987-4339-b565-dee3a93e9934?utm_medium=finance_user&amp;utm_campaign=cta_news_full_picture&amp;utm_source=yahoo\" data-ylk=\"slk:%F0%9F%93%B0%20Beyond%20the%20headline%3A%201%20risk%20and%203%20things%20going%20right%20for%20Apple%20that%20every%20investor%20should%20see.;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;\ud83d\udcf0 Beyond the headline: 1 risk and 3 things going right for Apple that every investor should see.&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">\ud83d\udcf0 Beyond the headline: 1 risk and 3 things going right for Apple that every investor should see.<\/a>  <\/p>\n<p>        Quick Assessment      <\/p>\n<ul class=\"yf-1jsc1up\">\n<li class=\"yf-1jsc1up\">\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><strong>\u2696\ufe0f Price vs Analyst Target<\/strong>: Apple trades at US$308.63 versus a consensus target of about US$315.09, roughly 2% below the target.  <\/p>\n<\/li>\n<li class=\"yf-1jsc1up\">\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><strong>\u274c Simply Wall St Valuation<\/strong>: Shares are described as trading about 26.3% above estimated fair value.  <\/p>\n<\/li>\n<li class=\"yf-1jsc1up\">\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><strong>\u274c Recent Momentum<\/strong>: The stock has declined 0.8% over the last 30 days.  <\/p>\n<\/li>\n<\/ul>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">There&#8217;s only one way to know the right time to buy, sell or hold Apple. Head to Simply Wall St&#8217;s <a href=\"https:\/\/www.simplywall.st\/company\/id\/743f0744-8987-4339-b565-dee3a93e9934\/valuation?utm_medium=finance_user&amp;utm_campaign=cta_news_fair_value&amp;utm_source=yahoo\" data-ylk=\"slk:company%20report%20for%20the%20latest%20analysis%20of%20Apple&#039;s%20Fair%20Value;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;company report for the latest analysis of Apple&#039;s Fair Value&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">company report for the latest analysis of Apple&#8217;s Fair Value<\/a>.  <\/p>\n<p>        Key Considerations       <\/p>\n<ul class=\"yf-1jsc1up\">\n<li class=\"yf-1jsc1up\">\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">\ud83d\udcca Apple&#8217;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.  <\/p>\n<\/li>\n<li class=\"yf-1jsc1up\">\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">\ud83d\udcca 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.  <\/p>\n<\/li>\n<li class=\"yf-1jsc1up\">\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">\u26a0\ufe0f Supply diversification to Chinese memory suppliers that sit on a Pentagon blacklist introduces potential regulatory and reputational risk to monitor.  <\/p>\n<\/li>\n<\/ul>\n<p>         Dig Deeper         <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">For the full picture including more risks and rewards, check out the <a href=\"https:\/\/www.simplywall.st\/company\/id\/743f0744-8987-4339-b565-dee3a93e9934?utm_medium=finance_user&amp;utm_campaign=cta_news_deeper_analysis&amp;utm_source=yahoo\" data-ylk=\"slk:complete%20Apple%20analysis;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;complete Apple analysis&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">complete Apple analysis<\/a>. Alternatively, you can check out the <a href=\"https:\/\/simplywall.st\/community\/narratives?utm_medium=finance_user&amp;utm_campaign=cta_news_deeper_analysis&amp;utm_source=yahoo&amp;blueprint=4648822\" data-ylk=\"slk:community%20page%20for%20Apple;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;community page for Apple&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">community page for Apple<\/a> to see how other investors believe this latest news will impact the company&#8217;s narrative.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">This article by Simply Wall St is general in nature. <strong>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.<\/strong> 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.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Companies discussed in this article include <a href=\"https:\/\/finance.yahoo.com\/quote\/AAPL\" data-ylk=\"slk:AAPL;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;AAPL&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"nofollow noopener\">AAPL<\/a>.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><strong>Have feedback on this article? Concerned about the content? <\/strong><a href=\"https:\/\/investor-research.typeform.com\/to\/wvg6MFri#feedback_token=NDY0ODgyMjplYzdkYjllNmQ0MzJlNDQ4&amp;company=NasdaqGS:AAPL&amp;blueprintid=4648822\" data-ylk=\"slk:Get%20in%20touch;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;Get in touch&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"><strong>Get in touch<\/strong><\/a><strong> with us directly.<\/strong> Alternatively, email <a href=\"https:\/\/finance.yahoo.com\/markets\/stocks\/articles\/mailto:editorial-team@simplywallst.com?subject=Re%3A%20Your%20article%20on%20NasdaqGS%3AAAPL%20(yahoo)%20from%204th%20July%202026\" data-ylk=\"slk:editorial-team%40simplywallst.com;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;editorial-team@simplywallst.com&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">editorial-team@simplywallst.com<\/a>  <\/p>\n","protected":false},"excerpt":{"rendered":"Make better investment decisions with Simply Wall St&#8217;s easy, visual tools that give you a competitive edge. Apple&hellip;\n","protected":false},"author":2,"featured_media":1069379,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[3159],"tags":[1662,1666,547,53,16,255662,15],"class_list":["post-1069378","post","type-post","status-publish","format-standard","has-post-thumbnail","category-mobile","tag-apple","tag-iphone","tag-mobile","tag-technology","tag-uk","tag-ultra-model","tag-united-kingdom"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@uk\/116865753812586960","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/posts\/1069378","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/comments?post=1069378"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/posts\/1069378\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/media\/1069379"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/media?parent=1069378"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/categories?post=1069378"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/tags?post=1069378"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}