Apple’s first foldable, the iPhone Duo, remains in short supply, and Apple cannot currently predict when deliveries will catch up with demand. Multiple outlets report that Apple’s CEO John Ternus says supply and demand are not yet in balance, and that wait times for new orders continue into late January 2027 or January.
Alongside the availability issue, coverage also references concerns about the Duo’s inner screen. Bloomberg reports analyst Craig Moffett describing the launch as off to a strong start, while noting reputational concerns tied to reports of cracking screens. Other outlets focus more directly on buyer wait times and Apple’s inability to provide a clear end date, and also mention Apple’s response to affected units through take-backs and replacements.
Across the reports, the core picture is consistent: the foldable is constrained by supply despite production ramp efforts. The differing emphasis is on whether the launch is framed as promising overall (via analyst context) or primarily as an ongoing delivery delay with unresolved timing.
