---
title: "Apple’s iPhone Ultra initial China inventory estimated at around one million units"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/292155934.md"
description: "Apple's first foldable smartphone, the iPhone Ultra, has entered mass production with Foxconn hiring for support. Initial China inventory is estimated at around one million units, significantly lower than standard iPhone models. Analyst Ming-Chi Kuo projects total H2 2026 shipments of 7-8 million units, with only 500k-1M in Q3 debut."
datetime: "2026-07-09T06:13:20.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/292155934.md)
  - [en](https://longbridge.com/en/news/292155934.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/292155934.md)
generator: "portal-rs"
---

# Apple’s iPhone Ultra initial China inventory estimated at around one million units

Apple’s first foldable smartphone, the iPhone Ultra, has entered mass production, according to supply chain sources. Foxconn has reportedly begun large-scale hiring to support production of the new device. Chinese tech blogger Dingjiao Digital said the first batch of inventory for the Chinese market is expected to be just over one million units, lower than Huawei’s tri-fold smartphone.

The estimate is broadly in line with projections from Apple supply chain analyst Ming-Chi Kuo. Kuo expects iPhone Ultra assembly shipments to reach 7 million to 8 million units in the second half of 2026, with only 500,000 to 1 million units shipped in the third quarter, when the device is expected to debut, accounting for roughly 10% of the total.

By comparison, combined third-quarter shipments of the iPhone 18 Pro and iPhone 18 Pro Max are projected at 20 million to 22 million units, around 20 times higher than those of the foldable iPhone. \[TechWeb, in Chinese\]

### Related Stocks

- [AAPL.US](https://longbridge.com/en/quote/AAPL.US.md)
- [601138.CN](https://longbridge.com/en/quote/601138.CN.md)
- [HNHPF.US](https://longbridge.com/en/quote/HNHPF.US.md)
- [AAPY.US](https://longbridge.com/en/quote/AAPY.US.md)
- [AAPX.US](https://longbridge.com/en/quote/AAPX.US.md)
- [AAPD.US](https://longbridge.com/en/quote/AAPD.US.md)
- [APLY.US](https://longbridge.com/en/quote/APLY.US.md)
- [AAPU.US](https://longbridge.com/en/quote/AAPU.US.md)
- [AAPB.US](https://longbridge.com/en/quote/AAPB.US.md)
- [AAPW.US](https://longbridge.com/en/quote/AAPW.US.md)
- [MAGX.US](https://longbridge.com/en/quote/MAGX.US.md)

## Related News & Research

- [Apple Was The Anti-AI Trade. Then AI Found Apple](https://longbridge.com/en/news/297533091.md)
- [Heck Capital Advisors LLC Acquires 42,926 Shares of Apple Inc. $AAPL](https://longbridge.com/en/news/297290649.md)
- [Apple Raises Apple TV Subscription Prices To $14.99 Per Month](https://longbridge.com/en/news/297364053.md)
- [Werba Rubin Papier Wealth Management Has $33.94 Million Stock Position in Apple Inc. $AAPL](https://longbridge.com/en/news/297621106.md)
- [Apple's Vision Pro Layoffs Were Broader Than First Reported](https://longbridge.com/en/news/297643266.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**