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At 8 PM on October 16, 2026, Apple opened pre-orders for the iPhone Duo, its first foldable phone. According to a Huxiu report, inventory across all channels sold out within one minute, JD.com reservations exceeded 3 million, official website shipping times have been pushed to January 2027, and industry estimates put the first batch of all-channel stock at no more than 200,000 units. The report attributes the shortage to the self-developed hinge's 0.01-millimeter-level tolerances, industry yields for foldable OLED panels of less than 70%, and whole-device assembly yields of just over 60% as of September 17. Counterpoint expects Apple to rise to second place globally in its first year with up to 6 million units and a 25% share, while Huawei slips to third with about 5 million units and 22%; global foldable phone shipments in 2026 are projected to grow only 0.5% to 20.2 million units.
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The iPhone Duo that sold out in one minute exposes Apple's foldable screen production capacity shortfallDevelopments
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Oct 19
Huxiu
The iPhone Duo that sold out in one minute exposes Apple's foldable screen production capacity shortfall
The iPhone Duo opened pre-orders at 8 p.m. on October 16, with inventory across all channels selling out within one minute, over 3 million reservations on JD.com, official website shipments scheduled as late as January 2027, and industry estimates that first-batch volume across all channels does not exceed 200,000 units. The article attributes the shortage to the 0.01-millimeter-level tolerances of the self-developed hinge, industry yields for foldable OLED panels of less than 70%, and whole-device assembly yields of just over 60% as of September 17. Counterpoint expects Apple to reach second place globally in its first year with up to 6 million units and a 25% share, while Huawei drops to third with about 5 million units and 22%, and global foldable shipments in 2026 are expected to grow only 0.5% to 20.2 million units.