DigiTimes称苹果首款折叠屏iPhone Duo预售超预期但供货受限、交付排至2027年1月，需求持续性待验证

Apple Inc.'s first foldable phone, the iPhone Duo, has exceeded sales expectations since preorders opened on October 16, 2026. Supply constraints have extended delivery times to January 2027, but industry executives said the strength of demand will not become clear until after the first quarter of 2027.

Mobile phone retailers said demand for the iPhone Duo has been strong in Taiwan and the US, extending delivery times to January 2027. In China, 3 million people reportedly placed preorders on JD.com's e-commerce platform within the first 30 minutes.
Pricing nearly identical to that of Samsung Electronics Co.'s foldable phones in the US, Apple's home market, has helped drive strong iPhone Duo sales in North America. In Taiwan, retailers said the limited initial inventory delivered to telecom operators and distributors helped extend the preorder period and led available units to sell out quickly.
The supply shortage reflects both stronger-than-expected demand and the supply chain's inability to meet orders on schedule.
Hinge and panel delays squeeze supply
According to Counterpoint Technology Market Research, Apple originally planned to begin mass production of the iPhone Duo's OLED panels in May this year, start full-device production in July, and build initial launch inventory from August.
However, OLED modules did not complete production certification until late June. Extended validation of the hinge structure and screen durability further delayed full-device production, which began on a limited scale only in late August before gradually ramping up in September. The delays contributed to the initial supply shortfall.
Counterpoint also said unstable hinge yields and display backplane supply issues directly affected the pace of capacity expansion.
Resale listings cloud shipment forecasts
In China, despite 3 million purchase orders during the preorder period, multiple units listed at a premium have already appeared on secondhand platforms such as Dewu and Goofish, according to Reuters .
The large number of resale orders in the iPhone Duo's initial shipments has produced widely varying estimates of total iPhone Duo shipments for the year. Counterpoint has issued the most conservative forecast, estimating shipments of approximately 5 million to 6 million units, while IDC previously projected nearly 7 million units for the year.
Reviews and pricing to test lasting demand
Once the initial new-product excitement fades, retailers will closely watch whether the iPhone Duo can sustain its strong sales from the first quarter of 2027 onward. More conservative industry players believe the phone's price remains a major weakness.
As Apple's first foldable phone begins reaching customers, evaluations and online reviews of the inner screen protector's durability, display crease and hinge smoothness will emerge. These assessments will play a crucial role in determining demand in the device's next phase.