Claims that Apple's upcoming foldable iPhone Ultra faces delays have been disputed by leakster Fixed Focus Digital, who insists the device remains on track for a September unveiling alongside the iPhone 18 Pro models. While production constraints exist, Fixed Focus Digital's sources indicate the announcement itself won't be pushed back, contradicting recent reports suggesting otherwise.

The distinction matters because limited production capacity doesn't equate to announcement delays. This situation mirrors the iPhone X launch, which was announced in September alongside iPhone 8 models but released in November. Fixed Focus Digital suggests the foldable's actual release might slip by no more than a month if supply issues persist.

Other analysts remain skeptical about September availability. Bloomberg's Mark Gurman and Barclays's Tim Long have questioned whether Apple can meet the timeline, with Long suggesting potential December or even early next year shipping. Limited initial availability means many customers might not receive units until 2025 regardless of announcement timing.

Despite conflicting reports, September remains the target for Apple's official unveiling. The company appears set to maintain its traditional launch schedule while managing supply expectations that could delay actual shipments by up to a month.