Apple CEO John Ternus says the company cannot predict when iPhone Duo supply will meet demand, citing unprecedented memory pricing and ongoing supply chain constraints. Apple reported record Q4 iPhone revenue of $57.58 billion despite price increases across its lineup.
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<p class="wp-block-paragraph">Apple CEO John Ternus doesn't have a timeline for when iPhone Duo supply constraints could lift. During <a href="https://www.reuters.com/business/retail-consumer/apple-results-beat-wall-street-expectations-on-strong-iphone-sales-2026-11-02/">an interview with <em>Reuters</em></a>, Ternus said the company 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."</p>
<p class="wp-block-paragraph">Apple launched its first foldable last month for $1,999, featuring a 5.4 outer display and 7.6-inch inner screen. Preorders for the iPhone Duo quickly sold out, with some shipments expected to arrive in 2027. Apple <a href="https://www.theverge.com/tech/1015372/apple-says-it-only-has-limited-iphone-duo-units-for-in-store-sales">also made a limited number of iPhone Duo models</a> available in-store at launch. </p>
<p class="wp-block-paragraph">In his interview with <em>Reuters</em>, Ternu …</p>
<p><a href="https://www.theverge.com/tech/1024915/apple-iphone-duo-supply-chain-constraints">Read the full story at The Verge.</a></p>
# Apple is ‘not able to predict’ when it’ll have enough iPhone Duos to go around
Source: [https://www.theverge.com/tech/1024915/apple-iphone-duo-supply-chain-constraints](https://www.theverge.com/tech/1024915/apple-iphone-duo-supply-chain-constraints)
John Ternus says Apple is seeing ‘unprecedented’ memory pricing\.
John Ternus says Apple is seeing ‘unprecedented’ memory pricing\.
by
Nov 2, 2026, 10:56 PM UTC


Photo: Amelia Holowaty Krales / The Verge
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Emma Roth
is a news writer who covers the streaming wars, consumer tech, crypto, social media, and much more\. Previously, she was a writer and editor at MUO\.
Apple CEO John Ternus doesn’t have a timeline for when iPhone Duo supply constraints could lift\. During[an interview with*Reuters*](https://www.reuters.com/business/retail-consumer/apple-results-beat-wall-street-expectations-on-strong-iphone-sales-2026-11-02/), Ternus said the company 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 launched its first foldable last month for $1,999, featuring a 5\.4 outer display and 7\.6\-inch inner screen\. Preorders for the iPhone Duo quickly sold out, with some shipments expected to arrive in 2027\. Apple[also made a limited number of iPhone Duo models](https://www.theverge.com/tech/1015372/apple-says-it-only-has-limited-iphone-duo-units-for-in-store-sales)available in\-store at launch\.
In his interview with*Reuters*, Ternus also addressed reports[about cracked screens](https://www.theverge.com/tech/1018760/iphone-duo-crackgate-inside-screen-hinge-crack), saying “a very small percentage” of iPhone Duos were returned for this issue, and that Apple is replacing them\.
The company has contended with supply chain constraints and rising memory costs for months now\. This[resulted in](https://www.theverge.com/tech/992551/apple-iphone-17-17e-air-price-increase)[price increases](https://www.theverge.com/tech/952162/apple-price-increase-ram-shortage)[across its product lineup](https://www.theverge.com/tech/1020629/apple-macbook-neo-price-hike-education-store), along with higher[iPhone 18 Pro](https://www.theverge.com/tech/995945/iphone-18-pro-max-review-camera-aperture)and[Pro Max](https://www.theverge.com/tech/995945/iphone-18-pro-max-review-camera-aperture)starting prices\. “What we’re seeing with memory pricing right now is unprecedented,” Ternus said during Apple’s Q4 2026 earnings call on Monday\. Ternus added that the company expects to see “even higher memory costs” during Apple’s December quarter but notes that this is “partly offset” by recent price increases\.
Even without a standard iPhone 18 model, Apple reported record\-breaking iPhone[revenue at $57\.58 billion during its fourth quarter](https://www.theverge.com/tech/1024748/apple-q4-2026-iphone-sales-earnings)\.
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Apple says it will have only limited iPhone Duo units available for walk-in customers at its stores during the Friday launch, after online preorders sold out quickly and supply constraints pushed delivery estimates into next year.
Apple's iPhone Duo foldable preorders slipped into 2027 delivery dates within an hour of opening, with late January estimates across all configurations on Apple's website, potentially due to high demand and/or limited supply ahead of the October 23rd store launch.
Apple reported strong Q3 2026 earnings with iPhone sales up 22% and Mac sales up 29% despite a RAM shortage, but warned that supply constraints will worsen and memory costs will rise. The company also announced a new Upgrade program and is preparing for a more personalized Siri AI with the iPhone 18.
Apple's CEO and marketing head discuss how competitors copied their foldable iPhone Duo design due to leaks, while keeping the unique nano-texture display secret.