Technology
Apple's iPhone Duo pickup stock sells out as some delivery dates slip
Apple's first foldable phone starts at $1,999, and the company calls pre-order demand extraordinary.
The short version
- Apple opened preorders Friday for the iPhone Duo, its first foldable phone, starting at $1,999.[CBS News · CNBC]
- Launch-day pickup stock sold out, some online delivery estimates slipped to late January, and Apple called demand extraordinary.[CBS News · CNBC]
- Apple has not disclosed pre-order volumes, while IDC projects about 7 million Duos shipping this year.[CBS News · CNBC]
Key facts
- Apple's first foldable phone, the iPhone Duo, starts at $1,999 and passes $3,000 at the 2TB storage tier.[CBS News · CNBC]
- Pre-orders for the iPhone Duo opened on Friday, and launch-day pickup inventory sold out.[CBS News · CNBC]
- Some online delivery estimates slipped into late January, and CBS News reported the device was backordered until late January as of Friday afternoon.[CBS News · CNBC]
- Apple said in a statement that pre-order demand for the iPhone Duo was nothing short of extraordinary.[CNBC]
- IDC expects foldable phones to make up just over 2% of global smartphone units this year and nearly 7% of industry revenue.[CNBC]
- IDC expects Apple to ship roughly 7 million iPhone Duo units this year, about 3% of its total 2026 shipments.[CNBC]
- Counterpoint Research says it expects initial demand to exceed supply, with roughly 6 million or fewer units available near term.[CNBC]
- Apple did not immediately respond to a request for comment on how many pre-order requests it received.[CBS News]
What remains uncertain
- Pre-order volumes have not been disclosed, so the scale of demand relative to supply remains unconfirmed.[CBS News · CNBC]
- Analyst unit forecasts differ: IDC projects about 7 million Duos this year, while Wall Street analyst Dan Ives projects around 10 million in the next few quarters and up to 25 million in 2027.[CBS News · CNBC]
Sources
Outlet counts describe coverage, not independent confirmation. Reports may share a wire service or original source.