Apple Gives No Timeline for iPhone Duo Supply to Catch Up
Technology · First reported 2 Nov, 22:56 · Updated 23:10
Apple says iPhone Duo supply is constrained and it cannot predict when supply and demand will be balanced. The company says the production ramp is going well and that it is working to get devices to customers; shipping dates for some orders have stretched into next year.
- Apple executives said they could not predict when iPhone Duo supply constraints will ease.
- Apple said the production ramp is going well, while some customers face delivery dates extending into next year.
- Apple also discussed rising memory-chip costs linked in the article to AI-industry demand and a deeper partnership with titanium producer Perryman.
Summary written by Lux AI from 2 articles
Key facts
- Supply outlook
- Apple said it could not predict when supply and demand would be in balance.
- Delivery timing
- Some customers were seeing shipping dates stretch into next year.
- Company response
- Apple said the production ramp was going well and it was working to get devices to customers quickly.
- Other earnings-call issue
- The call included questions about rising memory-chip costs, which the article links to AI-industry demand.
- Materials partnership
- Apple said it was deepening its partnership with titanium producer Perryman.
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Background
- An earlier Lux story reported that Apple still could not meet iPhone Duo demand and that Ternus would not say when that would change. [1376102c-3e5c-4785-af26-e7114d4044f2]
- Another earlier Lux headline reported an IDC senior director’s prediction that iPhone Duo sales would reach 7 million in 2026. [14bd9202-3f5c-4d01-98ff-3f9e9b4f2de7]
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Ownership
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