'iPhone Duo Units Are Constrained As Of Today': Apple CEO John Ternus Says Demand Is Outrunning Supply

Apple's CEO John Ternus has revealed that the company's first foldable smartphone, the iPhone Duo, is struggling to meet demand due to supply constraints. The device launched on October 23 following a month-long preview, but initial sales have left Apple short on units. In Apple's fourth-quarter earnings report for FY2026, Ternus confirmed that the Duo remains supply-constrained and that Apple is uncertain when availability will catch up with demand.

Ternus stated, "Duo is constrained as of today," adding that production is ramping up, but the company has no estimate of when it will have sufficient stock.

The supply gap is further exacerbated by reports of faulty screens on some iPhone Duo devices. Apple has acknowledged these issues and agreed to replace affected units, but the extent of the problem remains unclear. Despite strong overall financial performance, the foldable's supply situation is a concern for buyers, as they may have to wait longer for delivery without a firm date from Apple on when delays will improve.

Additionally, Apple is dealing with display complaints about the Duo, with some units experiencing screen failures along the hinge crease. Apple has taken back the faulty devices and offered replacements to eligible customers. Despite these challenges, Apple reported robust quarter results, with revenue reaching $114.5 billion, up from $102.5 billion in the same period last year, and profit at $30.7 billion, up from $27.5 billion.