Overview
- Following Apple’s Nov. 2 earnings, CEO John Ternus told Reuters on Nov. 3 that the iPhone Duo remains constrained and the company cannot predict when supply will meet demand.
- Preorders for the $1,999 Duo sold out within minutes on Oct. 16 and current online delivery estimates for new orders still extend into late January.
- Apple says only a very small percentage of Duos have shown inner‑display cracking near the hinge and eligible customers are receiving replacements through AppleCare.
- Industry teardowns and analysts point to low yields on custom foldable OLED panels and complex titanium hinge assemblies as the root manufacturing challenges, and spare parts are limited which makes out‑of‑warranty repairs costly.
- Apple told investors its holiday guidance already factors constrained Duo availability and executives warned that rising memory costs and reseller scalper activity are adding pressure on supply, prices and customer access.