Gurman’s argument, made in his weekly Power On newsletter, is that Apple chose speed over supply. It knew stock would be tight but pushed ahead, apparently to get the phone on sale early in its fiscal first quarter rather than wait until it had built enough units. In his view, the people hurt most are the superfans who were ready to pay on day one and now face a months-long wait.
The rollout also grew bigger than first planned. According to Gurman, Apple originally intended to launch the iPhone Duo in only the US and China, then expand later. Instead, it opened pre-orders in more than 70 countries at once, spreading limited stock across far more buyers.
Foldables are hard to build. The hinge and the bendable screen are delicate, and factories typically throw away more faulty units than they do with regular phones. Apple reportedly raised iPhone Duo production by 30%, with an estimated 10 million units planned for 2026, but that clearly hasn’t been enough to meet launch demand.