Apple CEO John Ternus Can’t Predict iPhone Duo Supply Recovery

The Verge · 2026-11-02
Apple CEO John Ternus Can’t Predict iPhone Duo Supply Recovery

Apple CEO John Ternus told Reuters the company cannot predict when iPhone Duo supply will catch up with demand. Speaking on the ongoing constraints, Ternus said Apple is “working hard to get it to as many customers as quickly as possible,” but offered no timeline for when the imbalance might ease. The admission leaves buyers and investors guessing about the premium device’s availability through the holiday quarter. The supply crunch comes as Apple navigates component shortages and strong demand for the new model. Ternus’s comments signal that the company is still racing to secure enough parts and manufacturing capacity. For consumers, that could mean longer wait times or limited stock at retail channels in key markets. Analysts see the iPhone Duo as a critical product for Apple’s growth, making the supply uncertainty a potential drag on near-term revenue. Rivals may seize the moment to court impatient buyers with competing flagship phones. Apple has not disclosed specific production numbers or which components are most constrained. For now, the only certainty is that Apple will keep pushing to close the gap, but the road to balance remains unclear.