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Apple COO says iPhone Duo supply constraints are hard to predict amid memory chip cost pressure

1 fonte(s) · 1 atualização(ões) · publicado 02/11/2026 20:25 · coletado há 1 hora

During Apple's fiscal fourth-quarter earnings call, COO Sabih Khan said the new foldable iPhone Duo is supply-constrained and that it is "really hard to predict" when supply and demand will balance. Shipping times for customers who did not preorder immediately now extend into next year, and Verizon has offered gift cards to apologize for the delays. The call also drew many questions about rising memory chip costs driven by soaring demand from the AI industry, and Khan said Apple reluctantly raised prices on several products. Apple is deepening its partnership with titanium producer Perryman to supply materials for the device. This is business and supply chain news with no cyber threat content, vulnerabilities or indicators.

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  1. techcrunch.com ↗ · pub. 02/11/2026 20:25 · coletado 02/11 21:00 primeiro registro

    Apple COO says iPhone Duo supply constraints are hard to predict amid memory chip cost pressure

    ler a análise desta fonte

    During Apple's fiscal fourth-quarter earnings call, COO Sabih Khan said the new foldable iPhone Duo is supply-constrained and that it is "really hard to predict" when supply and demand will balance. Shipping times for customers who did not preorder immediately now extend into next year, and Verizon has offered gift cards to apologize for the delays. The call also drew many questions about rising memory chip costs driven by soaring demand from the AI industry, and Khan said Apple reluctantly raised prices on several products. Apple is deepening its partnership with titanium producer Perryman to supply materials for the device. This is business and supply chain news with no cyber threat content, vulnerabilities or indicators.