- Apple’s Sept. 9 event is set to launch the Ternus era with new iPhones and Apple Watches, including the expected foldable iPhone Ultra.
- The foldable iPhone Ultra is running at only a few hundred units per day, with hinge and display durability checks pushing commercial production back by weeks.
- The production bottleneck points to limited initial stocks and a staggered market launch for Apple’s first foldable iPhone.
- Investors are assessing whether Ternus’s engineering background will translate into renewed product and design innovation after Tim Cook’s 15-year tenure.
Quotes
“a few hundred units a day”
“extremely high quality control standards”
“Investors should be cautiously optimistic.”