Apple’s September 9 “Surprise and shine” launch event at Apple Park in Cupertino, California, marks a massive inflection point for the hardware giant. Headlined by the expected debut of the foldable “iPhone Ultra” under newly appointed CEO John Ternus, the keynote will also address shifting release cadences for the iPhone 18 lineup, potential ceramic Apple Watch cases, and iterative AirPods updates.
The tech world watches Cupertino this week with intense scrutiny. John Ternus officially stepped in as CEO on September 1, succeeding Tim Cook. Now, he faces the ultimate stress test on a global stage. The stakes go beyond basic device refreshes. Apple is wading into new hardware categories.
The Foldable iPhone Ultra Enters the Arena
Apple is finally set to enter the foldable market. The upcoming “iPhone Ultra” arrives just a couple of months after Samsung debuted its passport-style Galaxy Z Fold 8, a device praised for feeling like the future according to The Verge’s Dominic Preston. Leaked dummy models point toward a similar passport-style foldable design, putting Apple in direct competition with established foldable architectures from Samsung and Xiaomi.
Shifting iPhone 18 Cadence and Price Hikes
Hardware release schedules are breaking tradition this autumn. The base iPhone 18 will likely be a no-show on September 9, reportedly held until early next year to launch alongside the iPhone 18E and an updated iPhone Air, according to reporting by The Verge.
Instead, the spotlight shifts entirely to the high end. The iPhone 18 Pro and Pro Max are expected to debut with larger batteries, a smaller Dynamic Island, and a long-rumored variable aperture camera upgrade. Leaked dummy models display color options including black, silver, light blue, and a dark cherry purple.
Performance upgrades come with a financial penalty. Apple raised prices on nearly all of its products earlier this year, and those price hikes are heavily rumored to reach the iPhone 18 Pro and Pro Max during the September 9 event.
Wearables Revival: Ceramic Cases and Iterative Audio
Apple’s wearable ecosystem is also due for a refresh. Bloomberg’s Mark Gurman reports that the Apple Watch Series 12 could bring back the premium ceramic case option alongside new band colors and configurations, though it will likely lack a major physical redesign. Alongside new cases, health tracking features like always-on heart rate sensing may debut.

Meanwhile, audio hardware is getting a modest touch-up. AirPods are due for an upgrade given that the AirPods 4 launched a couple of years ago. However, buyers waiting for the camera-equipped AirPods that leaked last month will need to exercise patience; Gurman notes those advanced models are delayed until 2027. Any AirPods 5 announced this week will focus on internal chip upgrades and new health sensors rather than optical peripherals.
The 30-Second Verdict
- The Big Draw: The anticipated debut of the foldable “iPhone Ultra” competing against the Galaxy Z Fold 8.
- The Missing Piece: The base iPhone 18 is rumored to be held until early next year alongside the iPhone 18E and iPhone Air.
- The Cost of Innovation: Expect potential price hikes on the iPhone 18 Pro and Pro Max following earlier hardware price adjustments this year.
- The Wearables Update: Apple Watch Series 12 may reintroduce a ceramic case option, while new AirPods will likely skip cameras for now.
The September 9 livestream kicks off at 1 PM ET / 10 AM PT. It will broadcast directly from Apple Park via Apple’s official website, Apple TV, and YouTube. As John Ternus takes the helm, the hardware on display will define the trajectory of Apple’s ecosystem.