As John Ternus takes the helm at Apple, the tech giant is poised to launch the long-awaited 'iPhone Ultra'. This foldable device represents a strategic pivot to reclaim innovation leadership in the premium smartphone market.

  • John Ternus officially succeeded Tim Cook as CEO on September 1.
  • Apple is expected to unveil the 'iPhone Ultra', a foldable device priced around $2,000.
  • Integration of an AI-powered Siri across the ecosystem is a primary focus.
  • IDC predicts Apple could capture 40% of the foldable market by 2027.

Apple is gearing up for its annual late-summer hardware event in Cupertino, California, where it is expected to reveal a suite of updated devices. Most notably, the event marks the first major public appearance of John Ternus as the Chief Executive Officer. Ternus, 51, is a veteran of the company, having joined the design team in 2001 and eventually overseeing the engineering of Apple's entire product portfolio.

The centerpiece of the event is rumored to be the iPhone Ultra. This long-anticipated foldable iPhone is designed to merge the portability of a standard smartphone with the expansive screen of a tablet. According to leaks, the device will be roughly the size of a passport when closed and will feature a dual-camera system consisting of a regular and an ultra-wide lens.

Why This Matters

BozokMedia analysis shows that Apple is currently facing a 'innovation drought,' having not launched a category-defining hit since the original AirPods a decade ago. By entering the foldable market, Apple isn't just chasing a trend; it is attempting to redefine the premium segment. If successful, the iPhone Ultra could disrupt the dominance of Samsung in the foldable space and shift global demand, particularly in the critical Chinese market.

"Apple's foldable iPhone is very likely to shift the competitive dynamics both in China and global markets." - Kiranjeet Kaur, IDC Research Associate.

Beyond hardware, the software evolution is equally critical. An improved, AI-driven Siri is expected to be integrated into the iPhone, Apple Watch, AirPods, and HomePod mini. This coincides with Apple's push into the AI boom, which also includes the launch of faster Mac mini and Mac Studio models to cater to the increasing demand for AI processing power.

However, the launch comes amidst a challenging macroeconomic environment. A global supply chain crunch for high-end chips has led to a projected 16% decline in overall smartphone shipments this year. Consequently, Apple may skip the entry-level iPhone 18 this year, focusing exclusively on the iPhone 18 Pro and Pro Max to maintain high margins.

Feature iPhone Ultra (Expected) Samsung Galaxy Z Fold (Competitor)
Estimated Price $2,000 $2,000
Form Factor Passport-sized (Foldable) Large-screen (Foldable)
Strategic Edge AI Ecosystem Integration Early Mover Advantage/Productivity
Did You Know?: Foldable phones currently account for less than 2% of global shipments, leaving a massive vacuum for a brand like Apple to dominate.

Frequently Asked Questions

1. What is the expected price of the iPhone Ultra?
Reports suggest the foldable iPhone Ultra will start at approximately $2,000.

2. Will there be a budget iPhone 18 this year?
Current reports indicate Apple may only release the Pro and Pro Max versions, delaying the base iPhone 18 until next year.