Apple is struggling to predict when additional units of its new foldable iPhone will reach customers after the device sold out shortly after its launch, raising questions about availability during the Christmas shopping season. The technology company said on November 2, 2026, that strong demand and supply constraints were making it difficult to balance production with customer orders.
The device, marketed as the iPhone Duo, carries a starting price of US$1,999 and went on sale in late October. Its rapid sell-out has left prospective buyers waiting for additional stock, although Apple has not provided a firm timeline for replenishment.
Apple Chief Operating Officer Sabih Khan told financial analysts that the company could not predict when supply and demand would return to balance. The comments followed the release of Apple's latest quarterly results and came as the company continued working to increase availability.
Chief Executive John Ternus, who took over from Tim Cook in September, said he was encouraged by the initial customer response. The company has not disclosed how many foldable units were sold during the initial launch period.
The supply concerns come alongside reports of technical problems affecting a small number of devices. Apple previously said it would replace phones affected by an issue that caused cracks along the inside fold of the screen.
The company is also dealing with constraints affecting components used across its wider product range. Khan said shortages of advanced semiconductor chips were continuing to affect production, particularly for iPads and Mac computers, with the pressure expected to extend into 2027.
Apple's latest financial results showed iPhone revenue increased 17 per cent to US$57 billion in the three months ended September 26, 2026. The period preceded the foldable phone's launch. Mac revenue also rose 27 per cent to US$10.7 billion, while overall annual sales increased 15 per cent to US$479 billion.
The timing of additional iPhone Duo shipments could influence Apple's ability to meet demand during one of the year's busiest retail periods. Buyers and investors will be watching production updates and delivery estimates as the company works to resolve supply constraints.
