Apple cannot say when iPhone Duo supply will meet demand

Summary

Apple says iPhone Duo production is ramping up, but it still cannot say when supply will catch up with demand, and shipping delays are stretching into next year. In an interview with Reuters, Apple CEO John Ternus said the company has no timeline for when the iPhone Duo supply constraints could lift, adding that Apple is "working hard to get it to as many customers as quickly as possible, but at this point, we're not able to predict when supply and demand will be in balance." Apple COO Sabih Khan told investors on Monday's earnings call that the device is "constrained as of today."

Timeline

1. The Verge

   2 Nov 2026, 22:56 UTCSource ↗

   The Verge reports that Apple CEO John Ternus has no timeline for when iPhone Duo supply constraints could lift, and that in a Reuters interview he said Apple is "not able to predict" when supply and demand will line up.

2. TechCrunch

   2 Nov 2026, 23:25 UTCSource ↗

   TechCrunch reports that Apple says iPhone Duo production is ramping up but it still cannot say when supply will catch up with demand, as shipping delays stretch into next year.

3. Digital Trends

   3 Nov 2026, 17:23 UTCSource ↗

   Digital Trends reports that Apple COO Sabih Khan told investors on Monday's earnings call that the iPhone Duo is "constrained as of today," leaving it unclear whether shoppers can get one for the holidays.