In a recent earnings report for the fourth quarter, Apple announced performance that surpassed Wall Street’s expectations. However, a significant focus of interest among analysts and consumers alike has been the new iPhone Duo, specifically its supply chain challenges and reported display issues. CEO John Ternus provided insights during an interview with Reuters.
Supply Chain Challenges for the iPhone Duo

The latest quarterly earnings did not reflect sales from the iPhone Duo, as its launch occurred outside the reporting period, which ran from July to September. The anticipation surrounding the foldable smartphone remains high, particularly among investors curious about its sales performance during the current quarter.
During the interview, Ternus elaborated on the ongoing supply constraints affecting the iPhone Duo:
“Duo is constrained as of today,” Ternus stated. “The ramp is going well, and we’re working hard to get it to as many customers as quickly as possible, but at this point, we’re not able to predict when supply and demand will be in balance.”
Shipping estimates for the device remain set for late January, a date that has not changed since the initial pre-orders sold out on October 16.
Addressing Display Issues with the iPhone Duo
In addition to supply chain issues, Ternus briefly touched on concerns regarding some iPhone Duo displays reportedly cracking. He reassured customers that this issue is limited to a small fraction of the units sold:
Ternus noted, “a very small percentage” of iPhone Duo units had been returned with display issues, and Apple is replacing those units with new models.
Conclusion
As Apple navigates these challenges with the iPhone Duo, the company remains committed to enhancing availability and addressing user feedback regarding product quality. Stakeholders and consumers will be watching closely to see how these issues evolve as the holiday season approaches.
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