Apple says iPhone Duo shortages have no clear end date
Technology · First reported 2 Nov, 22:03 · Updated 22:13

Apple CEO John Ternus said the company cannot predict when iPhone Duo supply will meet demand, while broader memory and component constraints may continue affecting Apple devices into 2027. Apple reported quarterly revenue growth, and Ternus said the company is working to increase Duo availability.
- Ternus said Apple cannot yet predict when iPhone Duo supply and demand will balance; current orders were estimated for delivery in January.
- Apple said a very small percentage of Duo units had been returned over display issues and that it was offering replacements.
- Apple reported revenue growth, while executives said memory costs and supply constraints could continue limiting hardware availability into next year.
Summary written by Lux AI from 2 articles
Key facts
- Duo supply outlook
- Ternus said Apple cannot predict when supply and demand will balance.
- Duo delivery estimate
- Orders placed at the time of the report had estimated delivery in January.
- Display issue response
- Apple said a very small percentage of units had been returned and it was offering replacements.
- Revenue
- Apple reported September-quarter revenue of $114.5 billion, up 12% year over year.
- Fiscal 2026 revenue
- CNET reported fiscal-year revenue of $418 billion.
- Shortage outlook
- CNET reported that executives warned memory and supply constraints could continue into 2027.
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