From PCMAG · Michael Kan · · 1m
Apple iPhone Duo Supplies Delayed
Apple can't say when iPhone Duo supplies will improve.
In brief
Apple can't say when iPhone Duo supplies will improve. Apple's iPhone Duo and Macs face tight supplies due to memory shortages, with no price hikes planned despite record Q3 sales. Originally reported by PCMAG.
iPhone Duo Supplies Tight
Apple couldn't say when iPhone Duo supplies would improve during earnings call today.
Shipping Dates Slipped to 2027
Preorders for iPhone Duo had shipping dates slip to January 2027 when they opened last month.
Memory Shortage Continues
Macs and iPads remain constrained for Q4 due to ongoing memory shortages.
Higher Memory Costs Expected
Apple's new CEO said memory costs will increase even higher in Q4 and beyond.
Manufacturing Costs Up $33 Billion
Manufacturing purchase obligations increased by $33 billion between Q2 and Q3.
No Price Hikes Planned
Apple won't raise product prices despite memory shortages, having already increased costs for Macs and iPads in June and September.
The takeaway
Apple's iPhone Duo and Macs face tight supplies due to memory shortages, with no price hikes planned despite record Q3 sales.
