Apple Has No Timeline to Ease iPhone Duo Shortages

Apple’s first foldable smartphone, the iPhone Duo, is facing supply constraints after strong early demand, and the company has no firm timeline for when production will catch up. Online delivery estimates for orders placed after the phone’s October 23 launch extended to late January 2027, leaving some customers facing waits of several months. Chief Operating Officer Sabih Khan told investors on Apple’s November 2 earnings call that production was ramping up but that it was hard to predict when supply and demand would be in balance. He described the iPhone Duo as constrained and did not identify which components were limiting output. The device sold out shortly after preorders opened on October 16, according to reports on the launch. Apple described customer demand as extraordinary. Its online store’s late-January delivery estimates remained in place after the phone went on sale, indicating that orders were still outpacing available supply. Apple said it was deepening its partnership with Perryman, a titanium supplier to the device, as it worked to increase production. The company has not given a date for when supply might improve or said whether additional units would reach...