Apple's foldable iPhone to be named "Ultra"! Specs leaked, starting at $2,000, MacBook to feature touchscreen for the first time

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Market rumors suggest that Apple is planning to use "Ultra" as the top-tier branding across its product lines, with this model designation expected to appear on both a foldable iPhone and a new MacBook. The foldable iPhone is rumored to feature a 7.76-inch inner display, TSMC 2nm A20 Pro chip, side-mounted Touch ID, and a starting price of over $2,000; the MacBook Ultra could become the first Mac laptop with a touchscreen and built-in cellular connectivity. (Context: The Micron era is here: Melius initiates coverage with a Buy rating and a $700 target; SanDisk spin-off has surged nearly 30x in 14 months) (Background: NVIDIA market cap hits record high, surpassing $5 trillion; $5 billion investment in Intel has more than doubled in less than a year) Apple's current "Ultra" model is rumored to be limited to the Apple Watch and M-series chips. However, according to Bloomberg's Mark Gurman and several supply chain analysts, this term is set to become a top-tier designation across product lines, starting with the foldable iPhone and the new MacBook. If the information is accurate, the "Pro / Pro Max" naming logic used by the iPhone for years will be broken, with Ultra becoming the highest-end Apple label. According to multiple sources including MacRumors, Ming-Chi Kuo, and Ross Young of Display Supply Chain Consultants, the rumored specifications for the foldable iPhone are already quite comprehensive. - Display: 5.4-inch outer screen, 7.76-inch inner screen (similar to iPad mini), 4:3 aspect ratio, OLED LTPO - Folding mechanism: Inward book-style fold, similar to Galaxy Z Fold - Thickness: ~4.5mm when unfolded, ~9.23mm when folded (~13mm at the thickest point of the camera bump) - Processor: A20 Pro, TSMC 2nm process - Biometrics: Side-mounted Touch ID (dropping Face ID, as TrueDepth takes up too much space) - Camera: Dual rear cameras (48MP main + 48MP ultra-wide), no telephoto - Battery: Approximately 5,000-5,500 mAh, the largest in iPhone history - Panel: Exclusive supply from Samsung Display, three-year contract (2026-2029), monthly capacity of 30,000 units - Price: Starting at $2,000 (approx. NT$63,000), with analysts estimating an average selling price of $2,400 - Expected launch: September 2026, alongside the iPhone 18 Pro series According to rumors, Apple is exploring the use of LiquidMetal for the hinge, aiming for a "near-crease-free" screen experience, which is the biggest differentiator Apple intends to use to compete with Samsung. The MacBook Ultra is positioned as a brand-new flagship tier above the MacBook Pro. According to reports from Gurman and 9to5Mac, rumored features include: - OLED touchscreen: The first MacBook to support touch - Dynamic Island: Replacing the traditional notch - Built-in cellular: Equipped with Apple's self-developed C2 modem, the first MacBook to support SIM card connectivity - M6 Pro / M6 Max chips: 2nm process - Thinner chassis: Specific dimensions TBD - Launch date: Originally scheduled for late 2026, but delayed to the first half of 2027 due to global RAM chip shortages It should be noted that the MacBook Ultra is not a foldable design; Apple's all-screen foldable MacBook has been delayed until 2029. The Samsung Galaxy Z Fold 7 is already on sale, with specs including an 8-inch inner screen, Snapdragon 8 Elite, 200MP main camera, and a price of $1,599. The Google Pixel 9 Pro Fold also features an 8-inch inner screen and is priced at $1,799. Apple's $2,000 starting price is 25% more expensive than Samsung's, but IDC estimates that Apple will still capture a 22% shipment market share and 34% revenue market share in its first year, as the upgrade loyalty of iPhone users is nearly unrivaled. The entire foldable phone market is expected to grow by 20-30% in 2026, with panel shipments projected to increase by 46% year-over-year.

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