STCN: Apple raises iPhone Duo orders 30% for 2026
Chinese financial news site STCN reports the increase covers devices expected to sell before the end of 2026. AppleInsider disputes the demand read.
Chinese financial news site STCN reported that Apple has increased orders for the iPhone Duo by 30%, according to appleinsider.com. The increase applies to devices expected to be sold before the end of 2026.
AppleInsider disputed the reading of the report, stating that it conflates parts orders with iPhone production and that the figures mean nothing for iPhone demand.
The two outlets differ on what the order figure signals: STCN frames it as a larger order book, while AppleInsider says component orders and finished-device output are not the same measure.
Earlier order claims
In October 2025, AppleInsider reported, and JP Morgan later agreed, that Apple had not cut orders for the iPhone 18 Pro — a claim that circulated separately from the iPhone Duo figure.
Quick answers
What did STCN report about Apple's iPhone Duo orders?
STCN reported that Apple increased orders for the iPhone Duo by 30% for devices expected to be sold before the end of 2026.
How did AppleInsider respond to the report?
AppleInsider stated that the report conflates parts orders with iPhone production and that this means nothing for iPhone demand.