iPhone Duo orders slip to January 2027; analyst predicts balance by December

mitchdeg · x · 2026-10-20

Apple currently can't keep up with iPhone Duo demand: orders placed now on both the French and US stores show delivery estimates of late January 2027.

The author argues the market underestimates Apple's powerful and flexible supply chain, predicting capacity will ramp sharply — by early December it should be possible to order online and pick up in store within three weeks.

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