Overview
- CEO John Ternus said Monday that Apple cannot predict when iPhone Duo supply will catch up with demand and that the production ramp is ongoing but constrained.
- Preorders and limited store allocations sold out quickly and the Apple Store still shows many delivery estimates pushed into late January 2027.
- Apple confirmed that a very small percentage of units have been returned with hinge‑area inner‑display cracks and is replacing affected devices through AppleCare.
- Executives blamed unusually high memory‑chip prices and low component yields for part of the squeeze and said Apple is deepening supplier ties, including with titanium maker Perryman, to help scale production.
- The supply pressure is already affecting costs and repairs: Apple has raised some product prices, the company expects higher memory costs next quarter, and scarce spare parts could slow out‑of‑warranty fixes.