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Apple CEO Tenuos: iPhone Duo Production capacity ramp-up progressing smoothly, with screen issues accounting for only a very small proportion
The Block
1h ago
Ai Focus
Apple's John Ternus stated that the supply of the first foldable iPhone Duo is still limited due to production capacity constraints, and deliveries will be tight in the short term. Users who place orders now are expected to wait until January next year to receive their products. Regarding the screen issues reported by some users, he mentioned that they represent a very small proportion, and Apple is providing replacement services for affected customers. Apple also announced quarterly revenue of $114.5 billion for September, a 12% increase from the same period last year, setting a new record for the time period; however, iPhone Duo were not included in this quarter's financial report.
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IT News on November 3rd: Apple today released its annual report for the fiscal year 2026 (September 28, 2025, to September 26, 2026) and its fourth quarter report (June 28, 2026, to September 26, 2026). Following the release, the company's CEO, John Ternus, stated that its first foldable iPhone, Duo, is still facing production capacity limitations. As a result, the company is unable to meet market demand, and it is also currently impossible to predict when supply and demand will return to balance.

Tenuis stated that the ramp-up of production capacity for iPhone and Duo products is "progressing smoothly," and Apple is making efforts to deliver products to more consumers. However, there is no clear timeline for the shortage issue to end in the short term. Currently, users who place orders for iPhone and Duo products are expected to wait until January next year to receive their goods; some physical stores also have very little inventory available for online reservations.

In addition, regarding the screen issues reported by some users regarding iPhone and Duo (users have reported cracks appearing along the hinge of the inner display screen, accompanied by bright lines, etc.), Ternus responded that only "a very small proportion" of devices are affected, and Apple is providing replacement services for the affected users.

In terms of financial reports, Apple announced that its revenue for the September quarter reached $114.5 billion (Note from IT: The current exchange rate is approximately 762.668 billion yuan), a year-on-year increase of 12%, setting a record for the same period; however, since iPhone and Duo were not officially released for sale until after the end of that quarter, their sales performance was not included in this quarter's financial report.

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