Apple starts iPhone Duo sales as foldable demand outpaces supply
Apple's first foldable, the iPhone Duo, went on sale Friday. According to Reuters, delivery dates for online orders slipped to late January as demand ran ahead of supply.
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what happened
Apple has begun selling the iPhone Duo, its first foldable phone. The foldable segment has long been a small niche where Samsung Electronics and Huawei Technologies have sold premium models for years. The launch is an early test for CEO John Ternus, who took charge in September and unveiled the device about a week later.
Reviews are mixed. Critics praised the design and the nearly invisible hinge but pointed to the lack of a telephoto lens and to apps not yet adapted to the new screen size. The phone is less convenient than a standard iPhone when folded. Apple told Reuters that walk-in availability varies by country, and in several markets units are available only for online orders.
why it matters
IDC expects Apple to take 44% of foldable value in 2026 on 31% of units. For investors, the key question is whether this early excitement turns into lasting sales in a category that rivals have dominated so far.
market impact
Apple: demand above supply supports expectations for the new segment; Samsung and Huawei face added competitive pressure
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sources
- Apple launches into foldable market as iPhone Duo sales begin — Reuters, 23 October 2026 at 00:34 UTC
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