Apple says it's 'really hard' to predict when iPhone Duo supply will catch up to demand
Apple's COO Sabih Khan stated that the company cannot predict when supply for the new iPhone Duo will meet high consumer demand. The product is currently constrained by memory shortages as Apple competes with AI data center developers for chip resources.
Why it matters
This highlights how the massive global investment in AI infrastructure is creating supply chain bottlenecks for consumer electronics manufacturers.
Apple said it can't predict when the iPhone Duo supply will catch up with demand, as customers who placed orders online face a long wait time. Michael M. Santiago/Getty Images Apple said it can't predict when the iPhone Duo supply will catch up with demand. Online delivery estimates for the iPhone Duo were pushed to late January 2027 after preorders opened. Memory shortages spurred by AI demand are constraining Apple's product supply and raising costs. If you're considering Apple’s first foldable iPhone , know that getting your hands on it could take a while. During Monday's earnings call , Sabih Khan, Apple's chief operating officer, told investors that the company couldn’t say when supply of its new iPhone Duo will catch up with demand. “So we're thrilled with the initial response on the iPhone Duo.
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