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Apple\'s first foldable \'iPhone Ultra\' may face supply shortages, possible shipment delays

Apple’s first foldable iPhone, widely referred to as the “iPhone Ultra,” could face severe supply shortages early in its launch, a report said. Supply chain analyst Ming-Chi Kuo expects limited initial volumes even if Apple unveils the device in September. He estimates up to 8 million units could be produced by year-end, with third-quarter output capped at 1 million. Delivery waits could stretch 4 to 6 weeks or longer, with tight supply persisting until at least December.