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Apple cannot predict when iPhone Duo supply will meet demand
Developing story first seen 1 hour ago
Apple says it cannot predict when supply of its first foldable phone, the iPhone Duo, will meet demand. Chief executive John Ternus said the company is working to get the device to customers quickly, but pre-orders sold out soon after launch and some deliveries are expected in 2027.
The phone launched last month at $1,999, with a 5.4-inch outer display and a 7.6-inch inner screen. Ternus said a “very small percentage” of devices were returned over cracked-screen reports and Apple is replacing them. The company also faces rising memory costs, which it expects to increase further in the December quarter; it reported fourth-quarter iPhone revenue of $57.58 billion.
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In short
- Apple cannot say when iPhone Duo supply will catch up with demand.
- Some pre-orders may not arrive until 2027.
- Apple is replacing a small number of phones returned over cracked screens.
How this story developed
- 27 minutes ago Ternus also reported that only a very small proportion of the phones had been returned over cracked-screen reports, while Apple faced unprecedented memory costs set to rise further in the December quarter.
- 32 minutes ago Apple said it could not say when its first foldable iPhone would meet demand, after pre-orders for the £1,999 device sold out quickly and some deliveries slipped to 2027.
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The case for
The strong demand and rapid sell-out suggest Apple has introduced a product many customers value, and the company says it is working to deliver orders as quickly as possible. A new foldable design may also involve supply constraints and early reliability issues; Apple says only a very small share of devices were returned over cracked screens and that it is replacing them.
The case against
Customers paying $1,999 can reasonably expect reliable delivery and a durable device, so orders pushed into 2027 and reports of cracked screens raise concerns about readiness and value. Apple’s inability to estimate when supply will meet demand leaves buyers uncertain, while rising memory costs may add pressure to an already high-priced product.
Explained simply
Foldable phones open to reveal a larger screen while remaining compact enough to carry when closed. Apple’s iPhone Duo is its first model of this type, with a smaller outer display and a larger screen inside; it launched at a higher price than many standard smartphones.
Apple makes and sells the phone, and its chief executive, John Ternus, has spoken about the company’s efforts to supply it. Buyers place orders through Apple and other sellers, while returns and repairs are handled when devices have problems. The phone’s sales are part of Apple’s wider iPhone business, which is affected by both customer demand and the cost of components such as memory.
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Originally published by The Verge as “Apple is ‘not able to predict’ when it’ll have enough iPhone Duos to go around”.