Apple's suppliers produced only a few hundred iPhone Ultra units per day in August, according to Nikkei Asia. This slowdown follows Apple's introduction of an additional inspection and verification process during the month, focused on production quality rather than fundamental manufacturing problems. The source indicated that issues with surface flatness and hinge performance are impacting yields.

Despite these bottlenecks, Apple is still expected to announce the device at its September 9 event. Reports suggest that constrained supplies may lead to a limited initial release, potentially starting in the US only. The device reportedly entered its manufacturing test phase in April 2026, with claims of full production underway by July.

However, corrective measures implemented in August appear to have pushed back commercial production timelines. While Nikkei Asia is noted for reliable supply chain sources, the publication has a reputation for poor extrapolation of Apple's broader plans. The quality control delays highlight the challenges of bringing a complex folding device to market, with suppliers working around the clock to improve yields before the anticipated launch.