GoKawiilApple COO: No timeline for easing iPhone Duo supply constraints
On Apple's fiscal Q4 earnings call, COO Sabih Khan said the foldable iPhone Duo remains supply-constrained and that it's hard to predict when demand will be met, with ship times stretching into next year for many buyers. Khan also noted the company has raised prices on some products due to rising memory chip costs tied to AI demand, and said Apple is deepening its titanium supply partnership with Perryman to support Duo production.
GoKawiil's interpretation of the reporting above, not reported fact.
The prolonged delays are notable because they contrast with Apple's reputation for tight supply-chain management, suggesting the foldable's production ramp is harder than past iPhone launches. Rising memory chip costs from AI-driven demand could pressure margins or prices across the broader device industry, not just Apple, according to the company's own comments on the call.
- iPhone Duo ship times now stretch into next year for late orders
- Apple has raised some product prices due to AI-driven memory chip costs
- Apple is deepening its titanium supply deal with Perryman to boost Duo output
Apple iPhone Duo — If you've been eyeing Apple's new foldable-style iPhone Duo, demand is sky-high and stock keeps selling out fast, so grabbing one when available is worth doing quickly. It's the device at the center of this supply crunch, making it a genuinely sought-after and relevant pick for anyone following the story.
See Apple iPhone Duo on Amazon → Affiliate link — we may earn a commission on purchases, at no extra cost to you. Product picked by AI based on this article; it is not a tested recommendation.Source: techcrunch.com — Sarah Perez, 2026-11-02
Published there as: “Apple says it’s ‘hard to predict’ when iPhone Duo constraints will improve”
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