Apple Cannot Predict When iPhone Duo Supply Will Meet Demand, Says John Ternus

Apple is struggling to forecast when it will have enough iPhone Duo units to satisfy demand, according to John Ternus, the company's senior vice president of hardware engineering. Ternus also noted that Apple is facing "unprecedented" memory pricing, a factor that is complicating production and supply planning.

The admission underscores the challenge Apple faces in balancing ambitious new product launches with ongoing constraints in the global memory chip market. As of 2026, memory prices remain elevated amid sustained demand from AI data centers and a limited pool of suppliers, putting pressure on consumer device makers to secure adequate component inventories while keeping costs in check.

Apple has not provided a timeline for when iPhone Duo availability will stabilize. The company continues to monitor memory pricing and supply chain conditions closely.

via The Verge