iPhone Duo Sell-Out Pushes Apple to Raise Foldable Orders by 30% and Accelerate Supply

The market response to iPhone Duo, Apple’s first foldable smartphone, has forced a rapid supply-chain adjustment after launch inventory was exhausted almost immediately, according to industry sources.

Launch demand exceeds available inventory

iPhone Duo opened sales globally last Friday, but its initial stock sold out within a short period. Reports indicate that the second shipment wave will not begin until January 22, 2027, which has deepened the gap between demand and available units. First-day sales were largely covered by pre-orders, underscoring the shortage in launch stock.

Production targets move higher after strong order signal

To address the imbalance, Apple has asked suppliers to speed up manufacturing and has increased overall order volume by 30%. The device’s initial output target for this year was 6 million units, but that goal has now been revised to a range of 8 million to 10 million units. Longer-term projections suggest that total shipments of this foldable iPhone model could reach 33 million units by 2027.

Supply chain and premium positioning remain central

The article notes that Foxconn handles final assembly of iPhone Duo, while TSMC supplies the core processor. In comparison with same-class foldable competitors from Samsung and Google, iPhone Duo is priced significantly higher, reinforcing its premium market position while launch supply remains constrained.