Apple says iPhone Duo still supply-constrained on earnings call
Apple also said it is deepening its partnership with titanium producer Perryman for materials for the foldable iPhone Duo.
Apple said on its fiscal fourth-quarter earnings call on November 2, 2026, that the iPhone Duo remains supply-constrained, according to TechCrunch. Chief Operating Officer Sabih Khan said the ramp is going well but that it is hard to predict when supply and demand will be in balance.
Chief Executive John Ternus said the company was thrilled with the early response from reviewers and customers.
Apple also said it is deepening its partnership with titanium producer Perryman for materials for the foldable iPhone Duo.
Khan said Apple raised prices on a number of products and described the decisions as reluctant.
Carrier Verizon has been apologizing to customers for the delays by offering gift cards.
Earlier demand report
In October 2025, an FT report said Apple described demand for the Duo as "nothing short of extraordinary" after it sold out on its website within hours of going on sale, pushing delivery dates into next year.
Quick answers
Is the iPhone Duo still hard to find?
Apple said on its November 2, 2026 earnings call that the iPhone Duo remains supply-constrained and that it is hard to predict when supply and demand will balance.
Who supplies titanium for the iPhone Duo?
Apple said it is deepening its partnership with titanium producer Perryman for materials for the foldable iPhone Duo.