Foldable iPhone Launch Faces Severe Global Shortages and Strong Rival Competition

Google’s Pixel 11 Pro Fold is reportedly powered by Google’s Tensor G6 processor with 16GB of RAM, offers 256GB or 512GB of storage, and includes a 4,806mAh battery, IP68 protection and a three-camera rear system. The 256GB model is priced at approximately $1,800 in Japan.
The Pixel 11 Pro Fold weighs 239 grams, measures 10.1mm thick when closed and 5mm when open, and is described as offering three times the durability of its predecessor—details that complement its thinner and lighter design.
Samsung’s Smart Switch setup allows iPhone users to transfer data wirelessly by scanning a QR code, while the supported categories have expanded from five to 20, including photos, messages, passwords, call logs and eSIM information. Quick Share also supports AirDrop compatibility for easier file sharing.
Apple’s reported production rate for the foldable iPhone is only a few hundred units per day, compared with thousands of Galaxy Z Fold units produced daily. The limited output is attributed to intensive testing of the hinge and foldable display for durability, creasing, pixel degradation and uneven wear.
Samsung’s Galaxy Z Fold 8 starts at $1,899.99 in the United States for 256GB, with 512GB and 1TB versions priced at $2,099.99 and $2,499.99. In South Korea, its wider folded shape has reportedly earned it the nickname “passport phone.”
Apple's foldable iPhone Ultra is set to launch September 9, but early shortages could frustrate buyers worldwide. Proactive Investors reports that manufacturing problems with the hinge and foldable display will likely limit initial availability to North America, with global rollout delayed by weeks or even months.
Apple is only producing a few hundred foldable iPhones daily — far below the thousands of Samsung Galaxy Z Fold units made each day. The slow output gives Samsung and Google time to grab market share with their own folding phones, which offer features iPhone fans have been waiting years to get.
Samsung's Galaxy Z Fold 8 is stealing iPhone customers at record rates. Proactive Investors found that the Fold 8 has nearly doubled the share of buyers switching from iPhones compared with the previous generation, with younger consumers leading the shift.
The Fold 8's wider design — nicknamed the 'passport phone' in South Korea — makes it stand out. Samsung also doubled data transfer options from five to 20 categories, including photos, messages, passwords, and eSIM info. Prices start at $1,899.99 for 256GB, going up to $2,499.99 for 1TB models.
Google's Pixel 11 Pro Fold provides another option for buyers tired of waiting. The sources describe a device that weighs just 239 grams and measures only 10.1mm thick when closed. It offers three times the durability of its predecessor, with an 8-inch unfolded display and Google's Tensor G6 processor.
The Pixel 11 Pro Fold comes with 16GB of RAM, up to 512GB storage, a 4,806mAh battery, and IP68 water protection. In Japan, the 256GB model costs approximately $1,800. Google built in integrated AI features to appeal to phone-tablet hybrid users who don't want to wait for Apple.
Apple's foldable phone faces serious manufacturing hurdles. The company produces only a few hundred units daily because it's running intensive tests on the hinge and foldable display. Engineers are checking for durability, creasing, pixel degradation, and uneven wear — all problems that plagued early foldables.
This slow rollout means North America gets first access, while the rest of the world waits. Meanwhile, Samsung's Fold 8 already captured about 70% of Samsung's domestic eighth-generation foldable preorders. By the time Apple scales production, competitors will have already won over millions of early adopters.
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