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Apple is ‘not able to predict’ when it’ll have enough iPhone Duos to go around
· Confirmed
In Short: Apple CEO John Ternus says the company cannot predict when supply and demand for the iPhone Duo will be in balance.
Apple's first foldable iPhone, the iPhone Duo, launched last month and has been in high demand, with some pre-orders now expected to arrive as late as 2027.
According to Gizbot, Apple reported quarterly revenue of $114.48 billion, beating analyst estimates, with iPhone revenue reaching $57.58 billion.
In an interview with Reuters, Apple CEO John Ternus said the company is still unable to meet demand for the iPhone Duo, despite increasing prices for the iPhone 17 series and some MacBook models.
Ternus told Reuters that a 'very small percentage' of iPhone Duos had been returned over display issues, and the company is replacing the affected units.
MacRumors reported that Apple's iPhone Duo is in customers' hands, and a dedicated how-to series explains the new features worth trying first.
Storyboard18 noted that shipping estimates on Apple's online store remain pushed out to late January, following strong demand during pre-orders, which opened on October 16.
The Verge reported that preorders for the iPhone Duo quickly sold out, with some shipments expected to arrive in 2027, and even without a standard iPhone 18 model, Apple reported record-breaking iPhone revenue at $57.58 billion during its fourth quarter.
The Apple Post reported that the iPhone Duo launched on October 23 starting at $1,999 in the United States and £1,999 in the United Kingdom, and that the device remains supply-constrained.
Despite the ramp-up going well, Ternus said the company is 'not able to predict when supply and demand will be in balance.'
What this adds
The reports from various publications highlight the ongoing challenges Apple faces in meeting the high demand for the iPhone Duo.
Some customers have reported success taking their defective phones to Apple stores for replacement, but spares may be in short supply.
Background
Apple CEO John Ternus says the company cannot predict when supply and demand for the iPhone Duo will be in balance.
Some customers have reported success taking their defective phones to Apple stores for replacement, but spares may be in short supply.
What's confirmed
- Ternus told Reuters that a “very small percentage” of devices had been returned over display issues, adding that Apple is replacing the affected units.
- However, he added that the company is “not able to predict when supply and demand will be in balance”.
- Apple CEO John Ternus says the company “cannot predict” when the iPhone Duo shortage will end.
- The ramp is going well, and we're working hard to get it to as many customers as quickly as possible, but at this point, we're not able to predict when supply and demand will be in balance.
What's still developing
- Some pre-orders are now expected to arrive in 2027, while Apple had only a limited number of units available at its retail stores during launch.
- Siri AI improvements, Suggestions in Messages, Apple Music rebrand, and more.
- Last week, Apple said it was aware of an issue impacting the inner display of some units, and it directed customers with an issue to contact AppleCare.
- The comments came after Apple reported record revenue of $114.5 billion for the September quarter, marking a 12% year-on-year increase and exceeding analysts' estimates of $113.4 billion.
- The comments come as the company enters the holiday quarter, a key period for iPhone sales.
- John Ternus says Apple is seeing ‘unprecedented’ memory pricing.
- Apple also made a limited number of iPhone Duo models available in-store at launch.
- He said Apple expects memory costs to rise further in the December quarter, although recent price increases and lower costs for some non-memory components are helping offset the impact.
- If you’re planning to buy the iPhone Duo today, chances are you’ll find it out of stock.
- It is no secret that the iPhone Duo has had a rather difficult start.
- Apple previously acknowledged the display issue and advised customers experiencing problems to contact AppleCare.
- The Apple Post reported before launch that iPhone Duo was shaping up to be one of Apple’s tightest product launches in years, with manufacturing challenges surrounding the foldable display and hinge limiting early output.