Apple unable to predict when iPhone Duo supply will meet demand

Summarised from 3 outlets · Updated 2 Nov, 23:14 · Archive

Apple CEO John Ternus says the company cannot predict when iPhone Duo supply will balance with demand.

Apple is unable to meet current demand for the iPhone Duo, with CEO John Ternus telling Reuters that the company cannot predict when supply and demand will balance. The company is 'working hard to get it to as many customers as quickly as possible', but remains constrained.

The iPhone Duo, which launched last month at $1,999, features a 5.4-inch outer display and 7.6-inch inner screen. Preorders sold out quickly, with some shipments expected to arrive in 2027. Apple made a limited number of units available in-store at launch, with orders placed today having delivery estimates in January.

Ternus acknowledged reports of cracked screens, saying a 'very small percentage' of iPhone Duos were returned for display issues. Apple is offering replacements to affected customers. The company has faced broader supply chain constraints and rising memory costs for months, prompting price increases across its product lineup.

How it is being reported

• Apple says it’s ‘hard to predict’ when iPhone Duo constraints will improveApple says iPhone Duo production is ramping up, but it still can't say when supply will catch up with demand as shipping delays stretch into next year.TechCrunch · 2 Nov, 23:25
• Apple is ‘not able to predict’ when it’ll have enough iPhone Duos to go aroundApple CEO John Ternus doesn't have a timeline for when iPhone Duo supply constraints could lift. During an interview with Reuters, Ternus said the company is "working hard to get it to as many customers as quickly as possible, but at this point, we're not able to predict when supply and demand will be in […]The Verge · 2 Nov, 22:56
• Apple CEO Ternus Says iPhone Duo Shortages Have No End Date in SightApple is unable to meet demand for the iPhone Duo and there's no timeline for when the company will catch up, CEO John Ternus told Reuters following today's earnings report . Duo is constrained as of today. The ramp is going well, and we're working hard to get it to as many customers as quickly as possible, but at this point, we're not able to predict when supply and demand will be in balance. Ternus commented on the display issues some customers have seen, saying that "a very small percentage" of units have been returned and Apple is offering replacements. iPhone Duo orders placed today…MacRumors · 2 Nov, 22:03

In this story: Apple · John Ternus · Reuters

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