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Apple faces iPhone Duo supply constraints as shipping delays continue

Apple Chief Operating Officer Sabih Khan said during an earnings call that the company cannot predict when iPhone Duo supply will meet customer demand.

FTMQ Startups, written by our newsroom0 views

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Picture: TechCrunch

Apple Chief Operating Officer Sabih Khan stated during an earnings call on November 2, 2026, that it is hard to predict when supply constraints for the iPhone Duo will improve. TechCrunch reported that shipping delays for the new device are extending into next year, even as production continues to ramp up. [1]

The supply issues and shipping delays surrounding the iPhone Duo were raised during a fiscal fourth-quarter earnings call. TechCrunch noted that investors and analysts also questioned executives about the rising costs of memory chips, which are being driven higher by surging demand across the artificial intelligence sector. [1]

Sabih Khan explained that the iPhone Duo remains constrained as of November 2, 2026, but noted that the manufacturing ramp is proceeding well. He added that the company is working hard to deliver the product to customers as quickly as possible. [1]

The earnings call followed wider scrutiny of the new hardware line. PhoneArena reported concerns regarding physical cracks on the iPhone Duo, while Axios highlighted the high price point of the two thousand dollar device. [3][6]

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In short

  • Apple Chief Operating Officer Sabih Khan said iPhone Duo supply constraints will extend into next year.
  • Rising memory chip costs driven by AI demand were a key focus during Apple's fiscal fourth-quarter earnings call.
  • Axios reported that the iPhone Duo carries a price tag of $2,000.

Sources

Every paragraph above points to the numbered items it rests on. Read the originals here.

  1. [1]Apple says it’s ‘hard to predict’ when iPhone Duo constraints will improveTechCrunch, 1h ago (the report this story comes from)
  2. [2]Apple’s busy week, iPhone Duo troubles and Poco X8s debut, Week 43 in review - GSMArena.com newsGSMArena.com, 1d ago
  3. [3]iPhone Duo cracks are real, and Apple's 'small number' may not be so smallPhoneArena, 1d ago
  4. [4]New Apple boss John Ternus faces investors for first time amid iPhone Duo scrutinyThe Independent, 10h ago
  5. [5]iPhone Duo has been hard to get because Apple did almost everything wrong — here's what we knowTom's Guide, 12h ago
  6. [6]I tested Apple's $2,000 iPhone Duo. It's a fascinating experiment, but the price is hard to justify.Axios, 9h ago

Background

  1. [7]Mobile operating system on Wikipedia

Our newsroom writes these reports with the help of software, from the 7 sources listed and nothing else, and checks them against those sources. Facts can still be wrong or move on; the originals are the record. Spotted a mistake? Write to daniel@monsterkong.com.

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