Apple says it's 'really hard' to predict when iPhone Duo supply will catch up to demand
Apple's chief operating officer said during Monday's earnings call that "it's really hard to predict when supply and demand will be in balance."
TL;DR
- Apple's iPhone Duo is experiencing significant supply constraints, making it difficult to predict when supply will meet demand.
- Customers ordering the iPhone Duo online face delivery estimates stretching into late January 2027.
- Supply shortages also affect iPhones, Macs, and iPads, driven by high demand for memory chips used in AI data centers.
- Increased memory costs are impacting Apple's gross margins, though the company reported strong overall revenue and iPhone sales.