Apple faces ongoing supply constraints and delays for new iPhone Duo

Apple executives stated during the company fiscal fourth quarter earnings call on November 2, 2026, that the new iPhone Duo faces ongoing supply constraints. TechCrunch and MacRumors both reported that Apple is unable to predict when supply and demand for the device will reach a balance. [1][2]

According to TechCrunch, Chief Operating Officer Sabih Khan acknowledged that shipping delays for the iPhone Duo will stretch into next year, even though production is ramping up. MacRumors noted that Chief Executive Officer John Ternus told Reuters that Apple is working hard to deliver the product to as many customers as possible. [1][2]

The supply issues follow the launch of the device in over 70 countries on Friday, October 23. MacRumors cited Bloomberg reporter Mark Gurman, who said Apple initially planned to wait until November and launch only in the United States and China, leading to claims that the device was rushed to market without sufficient inventory. [3]

TechCrunch reported that executives faced additional investor concerns during the earnings call regarding rising memory chip costs, which are being driven by high demand across the artificial intelligence industry. [1]