# Apple can't say when iPhone Duo supply will catch up

> CEO John Ternus says Apple is working to meet demand for its $1,999 foldable, but supply constraints and record memory costs are blocking the way.
- Title: Apple can't say when iPhone Duo supply will catch up
- Summary: CEO John Ternus says Apple is working to meet demand for its $1,999 foldable, but supply constraints and record memory costs are blocking the way. Apple…
- Keywords: apple, iphone duo, supply chain, foldable phones, john ternus, memory pricing, technology, culture, can't, say, iPhone, Duo
- Source: The Verge — https://theverge.com/tech/1024915/apple-iphone-duo-supply-chain-constraints
- Author: Emma Roth
- Published: 2026-11-02T22:56:11+00:00
- Read time: 1 min
- Topics: apple, iphone duo, supply chain, foldable phones, john ternus, memory pricing, technology, culture
## iPhone Duo launch and early demand
Apple launched its first foldable phone last month for one thousand nine hundred ninety-nine dollars. Preorders sold out quickly, with some shipments expected to arrive in twenty twenty-seven.
## CEO cannot predict supply timeline
Apple CEO John Ternus told Reuters the company is working hard to meet demand but cannot predict when supply and demand will balance. He offered no timeline for when constraints might ease.

> we're not able to predict when supply and demand will be in balance
## Memory costs hit unprecedented levels
During Apple's Q four twenty twenty-six earnings call, Ternus said memory pricing is unprecedented. The company expects even higher memory costs during the December quarter but notes recent price increases partly offset this.

> What we're seeing with memory pricing right now is unprecedented
## Screen durability and record iPhone revenue
Ternus said a very small percentage of iPhone Duos were returned for cracked screens, which Apple is replacing. Despite supply issues, Apple reported record iPhone revenue of fifty-seven point fifty-eight billion dollars in Q four.
## Key takeaway

Apple cannot predict when iPhone Duo supply will meet demand as the foldable faces constraints and unprecedented memory pricing.