Apple admits iPhone Duo delays

Apple Chief Operating Officer Sabih Khan acknowledged shipping delays for the new iPhone Duo during the company's fiscal fourth-quarter earnings call on Monday, November 2, 2026.

Supply and demand out of balance

Khan said the iPhone Duo is constrained and the company is working hard to get it to customers, but added it is hard to predict when supply and demand will be in balance.

“it's really hard to predict when supply and demand will be in balance”

Delivery dates pushed into next year

Customers who did not wait in line at an Apple Store or immediately preorder are now seeing ship times stretch into next year. Verizon has been apologizing to customers for delays by offering gift cards.

Extraordinary demand sold out website

In an October report from Financial Times, Apple described demand for the Duo as nothing short of extraordinary, after the device sold out on the company's website within hours of going on sale.

“nothing short of extraordinary”

AI chip demand drives up costs

Soaring demand for memory chips from the AI industry has driven up component costs for hardware makers across the board, threatening to push device prices higher. Apple has raised prices on products reluctantly.

Apple deepens titanium supplier partnership

In another sign of efforts to meet Duo demand, Apple said it is deepening its partnership with Perryman, a titanium producer, for supplying materials for the new foldable device.