Apple cannot say when it will have enough iPhone Duo units to meet demand for its first foldable smartphone. CEO John Ternus told Reuters that the company is working to make more devices available, but has no estimate for when supply constraints will ease.
The iPhone Duo sold out quickly during preorders. Some deliveries are now scheduled for 2027, while Apple also offered a limited number of units in physical stores at launch. The device was introduced last month at a starting price of $1,999 in the United States and R$21,999 in Brazil. It has a 5.4-inch external display and a 7.6-inch inner screen.
The shortage comes amid broader supply-chain pressures for Apple, including component availability limits and rising costs. During the company’s fiscal fourth-quarter 2026 earnings call on Monday, Ternus described current memory prices as unprecedented and said costs for those components are expected to rise further in the quarter ending in December. Recent price increases across some products are expected to offset part of the impact.
Ternus also addressed reports of cracked iPhone Duo screens in his interview with Reuters. He said only a very small share of devices had been returned because of the issue and that Apple is replacing affected units.
Apple reported record iPhone revenue of $57.58 billion for its fiscal fourth quarter of 2026, despite not launching a standard iPhone 18 model during the period.
Sources: Olhar Digital.