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Apple addresses iPhone Duo shortages and display issue as delays mount

Apple has acknowledged persistent supply constraints and a display issue affecting the iPhone Duo, warning that shortages have no end date in sight as delivery timelines stretch.

A foldable iPhone Duo shown held in hands in both folded and unfolded orientations, displaying iOS home screen apps and widgets.
Image: @MacRumors

Apple has publicly addressed mounting supply constraints and hardware issues affecting its foldable iPhone Duo. According to a report from 9to5Mac, Apple executive John Ternus addressed both production bottlenecks and a display issue on the new handset, while MacRumors and Business Today reported Ternus admitted that shortages have no end date in sight as demand outpaces production.[1][2][4][3]

Remarks shared by Wall St Engine noted that while the manufacturing ramp is going well and the company is working hard to deliver the product quickly, executives cannot predict when supply and demand will reach balance. TechCrunch reported that production is continuing to ramp up, but Apple remains unable to say when availability will stabilize.[5][6]

The severe backlog has pushed delivery timelines significantly outward. TechCrunch reported shipping delays stretching into next year, while Analytics Insight reported that orders for Apple's first foldable iPhone could stretch into 2027 without an official supply timeline.[3][6]

Key facts

  • John Ternus addressed iPhone Duo supply constraints and a display issue, according to 9to5Mac.
  • Reports from MacRumors and Business Today stated Ternus admitted shortages have no end date in sight because demand exceeds supply.
  • Executive commentary relayed by Wall St Engine indicated the ramp is going well, but predicting when supply and demand will balance remains difficult.
  • TechCrunch reported that iPhone Duo shipping delays are stretching into next year.
  • Analytics Insight reported that orders for the foldable device could stretch into 2027, with Apple failing to provide a supply timeline.

Sources · 6 sources

  1. 9T

    9to5Mac@9to5macPost on X ·

    John Ternus addresses iPhone Duo supply constraints, display issue https://t.co/V76huj86uL by @iryantldr

    Open source
  2. BT

    Business Today@business_todayPost on X ·

    #TechToday | iPhone Duo is selling faster than Apple can make it, and there’s no end in sight: CEO John Ternus admits https://t.co/j1TfeAeXQC

    Open source
  3. AI

    Analytics Insight@analyticsinmePost on X ·

    𝐢𝐏𝐡𝐨𝐧𝐞 𝐃𝐮𝐨 𝐎𝐫𝐝𝐞𝐫𝐬 𝐒𝐭𝐫𝐞𝐭𝐜𝐡 𝐢𝐧𝐭𝐨 𝟐𝟎𝟐𝟕, 𝐀𝐩𝐩𝐥𝐞 𝐅𝐚𝐢𝐥𝐬 𝐭𝐨 𝐆𝐢𝐯𝐞 𝐒𝐮𝐩𝐩𝐥𝐲 𝐓𝐢𝐦𝐞𝐥𝐢𝐧𝐞 Apple's first foldable iPhone has caught buyers' attention, but many may have to wait until 2027! The company still cannot say when iPhone Duo supply will meet demand. #Apple #iPhoneDuo #FoldableiPhone #AppleNews #Smartphones #TechNews #iPhone2027 #analyticsinsight #analyticsinsightmagazine Read More 👇 https://t.co/Ox3ryZvdyo

    Open source
  4. MC

    MacRumors.com@MacRumorsPost on X ·

    Apple CEO Ternus Says iPhone Duo Shortages Have No End Date in Sight https://t.co/mwnioFQMzP https://t.co/bMqc4wopDn

    Open source
  5. WS

    Wall St Engine@wallstenginePost on X ·

    Apple COO: "iPhone Duo is constrained as of today. The ramp is going well, & we're working hard to get this revolutionary product into the hands of our customers as quickly as possible. But at this time, it's really hard to predict when supply and demand will be in balance"

    Open source
  6. TE

    TechCrunch@TechCrunchPost on X ·

    Apple 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. https://t.co/HZpnSpqwRg

    Open source