GoKawiilApple says it can't predict when iPhone Duo supply will meet demand
Apple COO Sabih Khan told investors on a Nov. 2 earnings call that the company cannot forecast when iPhone Duo supply will catch up to demand. The foldable, Apple's most expensive phone yet, sold out quickly after its Oct. 23 launch, and some buyers now face shipping delays stretching into 2027. Apple also said it is deepening its partnership with titanium supplier Perryman to help address production constraints.
GoKawiil's interpretation of the reporting above, not reported fact.
The extended shipping delays suggest many customers hoping to buy an iPhone Duo as a holiday gift this year may be unable to, which could dent Apple's seasonal sales momentum for its newest device. Commentary from Bloomberg's Mark Gurman, cited in the report, raises the possibility that Apple anticipated these supply constraints, though Apple itself has only described demand as unusually strong rather than confirming any planned scarcity. Rising memory chip costs tied to AI industry demand were also flagged on the earnings call as a broader cost pressure facing Apple.
- Apple cannot say when iPhone Duo supply will meet demand, per COO Sabih Khan.
- The foldable sold out quickly after its Oct. 23 launch, with some orders delayed into 2027.
- Apple is deepening ties with titanium supplier Perryman as it works to boost production.
Apple iPhone Duo — If you can actually get your hands on one, the iPhone Duo is Apple's first foldable and a genuinely new category for the company. Given the sellouts and supply constraints described in the article, grabbing one when stock appears could be a great way to be among the first to try Apple's foldable design.
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: zdnet.com — Kayla Solino, 2026-11-03
Published there as: “Want an iPhone Duo for the holidays? Apple’s latest stock update isn’t reassuring”
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