Foldable iPhone Fuels $400 Target

Apple’s next big swing: a foldable iPhone, dubbed “iPhone Ultra,” could debut alongside high-end Pro models this September—while the standard iPhone 18 gets pushed to 2027. Analysts from Redburn (Rothschild & Co) are bullish, forecasting the foldable will sell at a jaw-dropping $2,199 and help lift Apple’s average iPhone selling price by 11% by 2027. But with most consumers wary of foldables and memory costs squeezing margins, the real question is whether carriers or buyers will swallow the premium—or if Apple’s upgrade supercycle fizzles from the start.

Here’s the catch: Apple’s pricing and AI ambitions are colliding with regulatory headwinds on both sides of the Atlantic. German authorities are forcing Apple to rethink how it steers users away from third-party tracking—a shift that could redirect billions in ad revenue and shake up the carefully guarded Services business, which just posted a record $30.7 billion quarter. Meanwhile, a privacy dustup over an Italian billboard, and leaks suggesting camera-equipped AirPods with on-device AI, show Apple’s brand and AI rollout are under more scrutiny than ever.

Based on reporting from NDTV, 9to5Mac, MacRumors, Forbes, Bloomberg, and Redburn.

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