Apple launched its first foldable device last month for $1,999, featuring a 5.4-inch outer display and a 7.6-inch inner screen. Preorders rapidly sold out, pushing some delivery dates into 2027 while Apple also works to replace units for a small percentage of buyers reporting cracked screens. The company is simultaneously navigating broader supply chain pressures and unprecedented memory costs that prompted price hikes across the iPhone 18 Pro lineup. Even with these inventory challenges, Apple still achieved a record-breaking fourth-quarter iPhone revenue of $57.58 billion.
Key points
Intense consumer demand rapidly exhausted iPhone Duo launch inventory, leaving Apple with…: Intense consumer demand rapidly exhausted iPhone Duo launch inventory, leaving Apple with delivery backlogs that stretch into 2027.
Rising memory component expenses will climb further in the December quarter but are parti…: Rising memory component expenses will climb further in the December quarter but are partially counterbalanced by recent device price increases.
Apple is actively replacing hardware for the small fraction of initial customers who expe…: Apple is actively replacing hardware for the small fraction of initial customers who experienced cracked folding displays.
Sources checked by our analysis pipeline: 1
Apple 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 balance.”
Apple is ‘not able to predict’ when it’ll have enough iPhone Duos to go around
John Ternus says Apple is seeing ‘unprecedented’ memory pricing.
John Ternus says Apple is seeing ‘unprecedented’ memory pricing.
Apple launched its first foldable last month for $1,999, featuring a 5.4 outer display and 7.6-inch inner screen. Preorders for the iPhone Duo quickly sold out, with some shipments expected to arrive in 2027. Apple also made a limited number of iPhone Duo models available in-store at launch.
In his interview with Reuters, Ternus also addressed reports about cracked screens, saying “a very small percentage” of iPhone Duos were returned for this issue, and that Apple is replacing them.
The company has contended with supply chain constraints and rising memory costs…
Executive leadership under new CEO John Ternus is managing immediate inventory shortages alongside early hardware complaints regarding cracked display folds on the new $1,999 device. The production crunch unfolds as the tech giant battles broader component constraints and elevated memory costs that have pushed hardware prices up by roughly 20% across its catalog. Balancing supply with surging consumer interest remains a major operational hurdle for new chief operating officer Sabhi Kahn.
An intrusion likely powered by an automated framework known as ARTEX penetrated internal business tools after originating from IP addresses in Hong Kong and China. The incident compromised customer relationship management records, including business contact details and support tickets. However, core production infrastructure and customer application data remained completely untouched.
Strong initial consumer interest caused the foldable device to sell out online within hours, pushing delivery estimates into next year for buyers who missed early orders. Executive leadership is expanding supplier relationships to speed up manufacturing, though wider tech industry component shortages continue to complicate hardware production. These extended wait times have forced telecom partners to offer compensation to soothe frustrated retail customers.