Apple’s first foldable smartphone rumors are finally taking tangible shape. Speculation is mounting that a device tentatively named the “iPhone Ultra” will break cover at a special event on September 9. After watching Samsung dominate the foldable market for nearly a decade, Apple is finally declaring its entry. However, a closer look at the leaked specifications raises a few eyebrows. It is an ultra-premium device expected to cost around $3,000, yet it apparently lacks several core hardware features usually taken for granted in top-tier Pro lineups. Shall we call it the iFold? Haha.
Spigen Breaks the News First: A Decisive Clue Beyond Renderings
As is often the case, the unreleased device’s exterior first leaked through a major case manufacturer. This time, an incident occurred when protective case images presumed for Apple’s foldable surfaced on global brand Spigen’s sales page. The carbon-patterned back case images reveal a horizontally arranged dual-camera module clearly in place. The expectation that it will lack a telephoto lens and feature only wide and ultra-wide lenses—despite its $3,000 price tag—seems to be hardening into reality.
Actually, the hinge detail was what many were most curious about. In the image, a thick protective cover completely wraps around the hinge, which is typically the most vulnerable part of a foldable smartphone. Because of this, it is hard to verify the mechanism underneath. Since major third-party manufacturers like Spigen receive accurate CAD drawings in advance to coincide with new product launches, this leak has practically removed the veil from the device’s silhouette.
Two Major Sacrifices Made for a 4.5mm Slim Profile
iFunSmart Leaked Image
The lack of a telephoto lens is most likely due to an extreme form-factor diet. Dominant analysis suggests that the thickness of the device when fully unfolded will be a mere 4.5mm or so. This is even thinner than the 5.1mm iPad Pro, which is currently Apple’s thinnest device. Accommodating a tetraprism telephoto module, which requires physical lens array space, within this thickness would have been nearly impossible. This is a painful compromise for users who prefer optical zoom to capture distant subjects.
The camera is not the only casualty. The Face ID sensor module we have grown so accustomed to also appears too difficult to house within the thin upper half. To replace it, Touch ID integrated into the side power button is likely to be applied instead of an in-display sensor. While the return of Touch ID might evoke nostalgic feelings for some, users accustomed to the smooth recognition of Face ID will likely need some time to adapt initially.
A Pocket-Sized iPad Mini: The Real Weapon is Large Screen Optimization
X @sonnyDickson
iPhone Fold, iPhone 18 Pro, and iPhone 18 Pro Max Mockups (Estimated)
Despite the painful hardware compromises, this device is generating anticipation because of its expansive usability when unfolded. To tackle the crease problem endemic to foldable smartphones, LiquidMetal hinges and a special panel design are reportedly employed, suppressing the crease depth to under 0.15mm. The outer cover screen is roughly 5.5 inches, designed with a wide aspect ratio for stable operation just like a regular smartphone. Unfolding the device reveals a 7.8-inch large screen with a 4:3 aspect ratio, putting it in the same class as the 8.3-inch iPad Mini.
Apple’s true strength is expected to show in the ecosystem optimization of iOS 27, which seamlessly connects these two screens. The interfaces for Mail and Settings apps are anticipated to naturally split into two columns on the large screen, with intuitive drag-and-drop support between apps. Backed by the 2nm-based A20 chip and 12GB of RAM, users will not experience performance bottlenecks during heavy multitasking tasks. Rumors also indicate that a large dual-battery setup of up to 5,800mAh will be adopted to handle the power-hungry large display. Unfortunately, many hoped-for dedicated Apple Pencil support has reportedly been shelved for this generation due to the durability limits of flexible foldable panels.
What’s Scariest Isn’t the Device Price, But the $1,150 Repair Cost
X @LusiRoy7
Apple’s Foldable iPhone Motherboard Components (Estimated)
If you are seriously considering a purchase, you should carefully calculate the maintenance costs beyond the initial device price. The overseas launch price for the iPhone Ultra is projected to range from $1,999 to a maximum of $2,500. Considering local exchange rates and taxes, it will likely start at around $3,000 domestically, presenting a significantly higher barrier to entry compared to its competitor, the Galaxy Z Fold 8.
Even more burdensome is the repair cost in case of damage. According to forecasts from the overseas repair industry, the cost to replace just the internal foldable display could reach about $1,155 (approx. 1.5 million KRW). This brings back personal memories of using an early foldable device from another company, only to be shocked by a massive repair bill when the hinge broke. With repair costs this high, purchasing AppleCare+ is practically a necessity rather than an option. You must keep in mind that due to the structural nature of foldables, a single drop risks damaging both the hinge and the internal panel simultaneously.
The Trap of Release Dates and Initial Stock
X @VadimYuryev
iPhone Fold Mockup (Estimated)
iPhone Fold Mockup (Estimated)
While major media outlets point to a September 9 special event, the timing of when the device will actually reach our hands might differ. This is because initial production volumes are expected to be severely limited due to securing display yields and the complex hinge assembly process. Some observations suggest small quantities will land in North America first, while official domestic releases might be pushed back two to three months toward the end of the year.
Ultimately, Apple’s First Foldable Phone is…
Rather than being a flawless spec machine packed with every top-tier component, it is a device that compromises on cameras and biometric authentication under the clear goal of “combining the experiences of an iPhone and an iPad into the thinnest possible profile.” Even if it means giving up the fun of capturing distant subjects clearly with a telephoto zoom lens, it is wise to wait and calmly observe the actual device’s thermal control and battery life this fall before deciding whether a sprawling 7.8-inch canvas is worth carrying around in your pocket.
📸 Behind the scenes
Check out more behind-the-scenes shots on my Naver blog (Korean):
애플의 첫 아이폰 폴더블의 디자인 유출 모음과 기막힌 스펙 타협점
👉 https://blog.naver.com/PostView.naver?blogId=k5kun&logNo=224401559662