“Apple says it’s ‘hard to predict’ when iPhone Duo constraints will improve”

Key points

• Apple COO Sabih Khan cited ongoing iPhone Duo shipping delays during the Q4 earnings call.
• He said it’s difficult to predict when supply and demand will balance for the device.
• Delivery times extend into next year for customers who didn’t preorder or visit stores.
• Memory chip costs driven by AI demand are contributing to higher hardware costs.
• Apple is deepening its titanium material supply partnership with Perryman for the Duo.