{
  "id": 17864314,
  "title": "Apple still can't meet iPhone Duo demand, and Ternus won't say when it will",
  "url": "https://urgent.news/2026/11/02/apple-still-cant-meet-iphone-duo-demand-and-ternus-wont-say-when-it",
  "topic": "tech",
  "section": "Tech",
  "published": "2026-11-02T22:22:48.000Z",
  "source": {
    "name": "AppleInsider",
    "slug": "appleinsider",
    "url": "https://appleinsider.com/articles/26/11/02/apple-still-cant-meet-iphone-duo-demand-and-ternus-wont-say-when-it-will"
  },
  "original_language": "en",
  "account": "Apple CEO John Ternus announced his first earnings report, highlighting the ongoing shortage of the company's first foldable smartphone, the iPhone Duo. The device, which was released in October, quickly sold out both online and at Apple stores, drawing long lines. Ternus stated that the production ramp-up is progressing well, but Apple cannot predict when supply will meet demand. Some users have reported cracked screens since the iPhone Duo's launch, with a \"very small percentage\" of devices being returned due to display issues. Apple is replacing the affected units.\n\nThe AI-powered Siri has undergone a significant overhaul, handling 2.5 billion requests daily. Ternus revealed that the company faced delays in launching the revamped Siri, which was initially planned for release in 2024. Despite the delays, Ternus emphasized that the new Siri is \"the one we always wanted,\" and it was built from the ground up.\n\nComponent costs have increased due to a surge in memory demand for AI applications. Apple recently raised the prices of the iPhone 17 by $100 and increased MacBook prices. Ternus noted that these price increases helped offset the higher memory costs, partially offset by carrying inventory and lower costs on certain non-memory components.",
  "summary": "John Ternus marked his first earnings as Apple CEO with iPhone Duo shortages and a rebuilt Siri taking center stage. He's vague about when Apple will make enough iPhone Duo units, though. John Ternus talks iPhone Duo shortages and the all new Siri Apple CEO John Ternus has addressed supply constraints and display concerns surrounding the company's first foldable iPhone . He also discussed the…",
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 4,
    "also_reported_by": [
      {
        "outlet": "Techmeme",
        "title": "Sources: Apple is developing a tabletop robot with a 9\" screen and a swiveling arm, set for release in 2027 or 2028 for ~$1,000, as John Ternus pushes robotics (Aaron Tilley/The Information)",
        "url": "https://urgent.news/2026/11/02/sources-apple-is-developing-a-tabletop-robot-with-a-9-screen-and-a",
        "published": "2026-11-02T14:55:00.000Z"
      },
      {
        "outlet": "9to5Mac",
        "title": "John Ternus addresses iPhone Duo supply constraints, display issue",
        "url": "https://urgent.news/2026/11/02/john-ternus-addresses-iphone-duo-supply-constraints-display-issue",
        "published": "2026-11-02T21:47:30.000Z"
      },
      {
        "outlet": "Techmeme",
        "title": "John Ternus says Apple expects memory costs to increase into December and beyond; Apple's inventory grew to $14.54B in Q4, up 31.1% QoQ and 154.3% YoY (Sarah Perez/TechCrunch)",
        "url": "https://urgent.news/2026/11/03/john-ternus-says-apple-expects-memory-costs-to-increase-into-december",
        "published": "2026-11-03T01:15:02.000Z"
      }
    ]
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}