GoKawiilApple exec: no timeline for iPhone Duo supply to meet demand
Apple COO John Ternus told Reuters the company cannot predict when iPhone Duo supply and demand will balance, with some orders delayed until 2027. Ternus also said only a small percentage of Duo units have been returned over screen-cracking complaints, which Apple is replacing. The $1,999 foldable launched last month with limited in-store availability after preorders quickly sold out.
GoKawiil's interpretation of the reporting above, not reported fact.
The shortage suggests Apple underestimated demand for its first foldable or faced production bottlenecks, which could frustrate early adopters and dent momentum for a flagship new category. Combined with Ternus's comments on 'unprecedented' memory costs driving price hikes, it points to broader supply chain pressure affecting Apple's entire lineup, not just the Duo.
- Apple cannot predict when iPhone Duo supply will meet demand, per COO John Ternus
- Some Duo orders are delayed until 2027 after preorders sold out quickly
- Rising memory costs are pushing Apple to raise prices across its product lineup
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Published there as: “Apple is ‘not able to predict’ when it’ll have enough iPhone Duos to go around”
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