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Apple Cannot Predict When iPhone Duo Supply Will Match Demand

Apple Chief Operating Officer Sabih Khan stated that the company cannot yet determine when supply of the foldable iPhone Duo will meet demand. The shortage has also affected other devices.

03 Nov, 14:54Read in Russian

theverge.com — Amelia Holowaty Krales / The Verge

The iPhone Duo went on sale on October 23 at a starting price of $1,999. Online orders soon showed delivery times extending to the end of January 2027.

According to Khan, high demand in the September quarter limited the availability of iPhone, Mac, and iPad. The main bottleneck was advanced chip manufacturing technologies for Apple processors. In the December quarter, the company expects shortages of Mac and iPad primarily due to memory, as demand exceeded forecasts.

Apple Chief Financial Officer Kevan Parekh reported that without the return of tariff payments, the company’s and its products’ gross margin would have decreased by approximately one percentage point compared to the previous quarter—mainly due to rising memory costs. Apple’s quarterly revenue amounted to $114.5 billion, exceeding Wall Street expectations.

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