Overview
- Apple CEO John Ternus said on Monday that the iPhone Duo remains supply‑constrained and the company cannot predict when supply will meet demand.
- Preorders sold out within minutes in mid‑October and new online orders continue to show delivery estimates stretching into late January.
- Manufacturing complexity is cited as the core cause, with reports of low yields for the custom foldable OLED panels and difficult titanium hinge assembly that limit production output.
- Apple has acknowledged a small share of Duo units showing inner‑display cracks near the hinge and is offering replacements through AppleCare, but limited spare parts and repair capacity make replacement timing uncertain.
- The Duo’s tight supply has not hurt Apple’s overall quarter, which posted $114.5 billion in revenue, and the company says its holiday revenue guidance already accounts for constrained Duo availability.