US — The Verge

Apple is ‘not able to predict’ when it’ll have enough iPhone Duos to go around

DevicesNovember 3, 20261 min read

Apple says it cannot yet say when it will have enough iPhone Duo foldable phones for everyone who wants one. The company's CEO, John Ternus, gave this update in an interview with Reuters and on an earnings call.

Apple cannot say when supply will catch up

Apple CEO John Ternus says the company is working hard to get the iPhone Duo to customers quickly. But he said Apple is not able to predict when supply and demand will be in balance. Preorders sold out fast, and some shipments are expected to arrive in 2027. Ternus also said Apple is replacing a very small number of Duos that were returned because of cracked screens.

Key facts

The iPhone Duo is Apple's first foldable phone. It launched last month for $1,999.
The phone has a 5.4-inch outer display and a 7.6-inch inner screen.
Apple reported record iPhone revenue of $57.58 billion in its fourth quarter.
Ternus expects "even higher memory costs" in Apple's December quarter.

Why parts and memory are expensive

Apple has faced supply chain problems, which means trouble getting the parts it needs to build products. It has also faced rising memory costs. Memory is the chip that stores information in a device. These problems led Apple to raise prices across its product line, including higher starting prices for the iPhone 18 Pro and iPhone 18 Pro Max.

Why it matters

The iPhone Duo is a big test for Apple, because foldable phones are new for the company. Long waits and cracked-screen returns could make some buyers wait or think twice. At the same time, Apple still sold a record number of iPhones even without a new standard iPhone model this year.

What to watch

Whether Apple shortens the wait times for the iPhone Duo.
How many cracked-screen returns Apple reports and how it handles them.
How rising memory costs affect Apple's prices in the December quarter.

Glossary

iPhone Duo: Apple's first foldable iPhone, which opens up to show a bigger inner screen.
Apple: A technology company that makes the iPhone, Mac, and other devices.
Reuters: A global news agency that reports business and world news.
Memory: The part of a device that stores the information it uses while working.

"iPhone 18 Pro 5% Off"… Shinsegae Group Late-Stage Ssg Day Deals

E-Mart is offering discounts on the latest smartphones, including the iPhone 18 Pro and Galaxy Z Fold8, as part of Shinsegae Group's Ssg Day sale, which runs through the 8th. Apple Watch and AirPods are also discounted, and Shinsegae Group said various other discounts across its affiliates will continue through the end of the event.

DevicesThe VergeNov 3

Apple set an iPhone sales record even without a new standard iPhone

Apple reported record-breaking iPhone revenue of $57.58 billion in its fourth-quarter earnings, a 17 percent increase year over year, despite not releasing a standard model in its latest refresh. The quarter followed the September launch of the iPhone 18 lineup, which included a pricier iPhone 18 Pro and Pro Max, and Apple raised prices on its older models. The company's overall revenue rose 12 percent to $114.5 billion, while its first folding phone, the iPhone Duo, was not included in the report because its preorder sales are excluded.

DevicesThe RegisterNov 3

These smart glasses promise to turn your silent mouth movements into text

Subvocal, a Y Combinator-backed startup, is developing smart glasses that use low-powered radio waves to detect facial muscle movements and translate silent mouthed words into text. Working prototypes have been shown in YouTube videos, and the company's preorder page says release is planned for Q1 2027 at an early bird price of $499, with the final full price not yet disclosed. The founders say the technology is still a proof of concept, and key details such as accuracy rate and battery life have not been shared.

DevicesTechCrunchNov 3

Apple says it’s ‘hard to predict’ when iPhone Duo constraints will improve

During its fiscal fourth-quarter earnings call, Apple COO Sabih Khan acknowledged shipping delays for the iPhone Duo but said it is "really hard to predict" when supply and demand will be in balance. Customers who did not pre-order immediately are now facing ship times stretching into next year, and Apple has raised prices on several products amid rising memory chip costs driven by AI demand.