Dan Ives
Technology Analyst & Partner at Yorkville Ives
Mark Gurman
Managing Editor for Global Consumer Technology at Bloomberg, Author of Power On
I was talking to the guys at the local stores here in LA and they're telling me people are camping out every night, still a week later. I've never seen this before for a new Apple product. People really want this thing. podtrac.com
AlvaSupportsContinued overnight camping at Los Angeles Apple stores a week after launch supports strong ongoing demand for Duo beyond the initial preorder period.
Bloomberg
Business and Financial Information and News Platform
Apple’s main assembly partner Hon Hai expects its expansive global manufacturing presence will help it fulfill growing demand for the US company’s marquee foldable device x.com
AlvaSupportsThe assembler's expectation of meeting growing foldable demand through its global manufacturing network supports the case for a sustained Duo shipment ramp.Mark Gurman
Managing Editor for Global Consumer Technology at Bloomberg, Author of Power On
Pretty wild that Apple has spent basically 20 years telling us that touch-screen laptops are horrible due to ergonomics/arm fatigue and they are going to do it anyways tomorrow -- and not address the problem they proclaimed exists whatsoever. Either way I am pumped. x.com
AlvaChallengesGurman expects Apple's touch-screen laptops to leave the arm-fatigue problem Apple previously cited unresolved, raising a usability risk for the reported hardware change.
First Squawk
Financial Audio News Service
APPLE IS SET TO UNVEIL 14- AND 16-INCH TOUCH MACBOOKS ON WEDNESDAY, WHICH WILL BE THE COMPANY’S PRICIEST LAPTOPS, WITH APPLE HAVING DISCUSSED CHARGING $2,899 FOR THE NEW 14-INCH TOUCH MAC x.com
AlvaSupportsFirst Squawk reports Apple plans to unveil 14- and 16-inch touch MacBooks, pointing to another hardware interface change alongside Duo.
Jukan
Semiconductor & AI Infrastructure Research at Citrini
According to mainland Chinese news outlet Jiemian News (界面新闻), Apple previously relaxed some of its yield-related quality-control standards due to limited production capacity for the iPhone Duo. This reportedly increased the likelihood of units prone to display failures reaching the market. x.com
AlvaChallengesJiemian News reports that Apple eased Duo yield-related quality controls amid limited capacity, increasing the risk of display-prone units reaching buyers and weakening confidence in the hardware ramp.Mark Gurman
Managing Editor for Global Consumer Technology at Bloomberg, Author of Power On
Another Duo iOS bug: swipe down to reply to a text notification and the bubble goes black and you can’t reply. ... I have no idea why this is the case but the iPhone Duo seems like it’s missing FaceTime Picture in Picture. A wild omission given the bigger screen. x.com
AlvaChallengesGurman's report of a broken notification reply and apparently missing FaceTime Picture in Picture weakens confidence that Duo's software is ready to make use of its larger screen.
Reuters
Global News Agency
iFixit, a firm that publishes teardown reports of electronic devices along with guides on how to repair them, said it used teardown footage, patents and CT scans to construct a 3D simulation of the iPhone Duo hinge that it compared with the reported damage locations. iFixit said its simulations found the reported damage clustered just below where a display cable runs under the screen near a central support bar. tradingview.com
AlvaChallengesiFixit's simulation places reported Duo screen damage near the display cable and hinge support bar, raising a specific hardware-design concern for the new form factor.Mark Gurman
Managing Editor for Global Consumer Technology at Bloomberg, Author of Power On
Apple has been touting this new Zoom app for the iPhone Duo since September but it doesn’t even exist yet. x.com
AlvaChallengesThe absence of a Zoom app Apple has promoted since September weakens confidence that Duo's software experience is ready for its new form factor.Reuters
Global News Agency
APPLE SAYS MOST DUOS AREN’T AFFECTED BY PROBLEM, AND UNITS THAT ARE IMPACTED EXHIBIT THE DEFECT QUICKLY tradingview.com
AlvaSupportsApple says affected Duo displays fail quickly and most units are unaffected, narrowing the reported reliability risk to an early-detectable subset.Mark Gurman
Managing Editor for Global Consumer Technology at Bloomberg, Author of Power On
Apple Responds: “We are aware of an issue impacting the inner display on a small number of iPhone Duo units. If users experience issues with their iPhone Duo display, they should contact AppleCare for a replacement.” x.com
AlvaChallengesApple confirms an inner-display defect in a small number of Duo units and offers replacements, making the reported reliability risk concrete.Mark Gurman
Managing Editor for Global Consumer Technology at Bloomberg, Author of Power On
Apple hasn’t given stores or customer service representatives guidance but the company is investigating. Several people have sent me images and stories of their new $2000 device breaking within hours. x.com
AlvaChallengesReports of Duo screens cracking within hours weaken confidence in the new form factor's reliability; Gurman says Apple is investigating.Jukan
Semiconductor & AI Infrastructure Research at Citrini
Taiwanese media report that the iPhone Duo is selling like hotcakes, prompting Apple to ask suppliers to ramp up production and increase orders by 30% to meet market demand. ... All iPhone Duo models reportedly sold out on launch day, with the next batch of shipments not expected until January 22, 2027. x.com
AlvaSupportsTaiwanese media reports of launch-day sellouts and a 30% increase in supplier orders strengthen the case that Duo demand is persisting beyond preorders.Bloomberg Intelligence
Bloomberg Financial Research Service
At any given time and any given year, Apple sells somewhere between 225 to 250 million units globally. We think going into the next first 12 months of the launch, they will do somewhere between 10 to 14 million units. So that's about, you could say, 7% of the base and not too much. Given what we have heard on the demand side of it, given the orders, we think it's going to be perhaps towards the top end of this bucket. And it could be even a little higher if they are able to meet the demand. podcasts.apple.com
AlvaSupportsRana expects early orders to put Duo near the high end of his 10-to-14-million-unit first-year sales estimate, strengthening the case for sustained demand beyond preorders.
Dow Jones
Real-Time Financial News Wire
U.S. orders for the Duo placed in Apple's online store showed an average shipping delay of 92 days earlier this week, far longer than the iPhone 18 Pro models released in September and the iPhone 17 and 16 families released the prior two years, according to data provider Navi. tradingview.com
AlvaSupportsNavi's 92-day average U.S. shipping delay, longer than recent iPhone launches, strengthens the early-demand signal for Duo.Mark Gurman
Managing Editor for Global Consumer Technology at Bloomberg, Author of Power On
Seems like in the end - depending on market - Apple dramatically limited store pick up pre-orders in favor of walk-in inventory. Have also heard some stores holding back inventory (or getting more shipments) for Saturday. In terms of today, 50-200 units on average I’d say. x.com
AlvaChallengesGurman's account of Apple shifting units toward walk-ins and holding some for Saturday weakens the inference that limited store-pickup preorders reflect demand alone.
Power On with Mark Gurman
Apple and Consumer Technology News Podcast
My app didn't let me in until 5.02 a.m. ... Shipment, November 2nd to November 9th. By the time it processed, November 9th to November 16th. ... And a lot of people are in the same boat. ... So they just don't have enough supply. This thing, the pre-orders are a disaster to produce. They were making hundreds of units a day. podtrac.com
AlvaChallengesGurman's estimate that Duo production was only hundreds of units a day makes preorder delivery delays a weaker measure of underlying demand.Jukan
Semiconductor & AI Infrastructure Research at Citrini
Apple has increased iPhone Duo shipments by 44% to 14 million units, according to DigiTimes. x.com
AlvaSupportsDigiTimes reports a 44% increase in iPhone Duo shipments to 14 million units, strengthening the case that Apple is scaling its new hardware cycle beyond the initial preorder rush.
TBPN
Technology's Daily Show
[selfie camera] It is bad. ... Apple clearly has done the math. They've assumed people won't use this camera very much, and they've accepted the trade off of image quality versus having this big dramatic uninterrupted inner display. media.transistor.fm
AlvaChallengesPoor selfie-camera quality weakens Duo's appeal as a new form factor; Brownlee attributes it to Apple's choice to preserve an uninterrupted inner display.TBPN
Technology's Daily Show
The main complaint with the iPhone Duo... The big one being app optimization. ... I don't think this is necessarily gonna be a huge issue. I think this kind of thing will get fixed pretty quickly. ... So it's like, hey, we we made a phone whose entire value prop is that it's a bigger screen, and then as of right now... Core value prop is not being delivered on yet. media.transistor.fm
AlvaMixedEarly reviews weaken the thesis's assumption that Duo's new form factor will immediately deliver a compelling larger-screen experience, although Jordi expects the app-optimization problem to be fixed quickly.Mark Gurman
Managing Editor for Global Consumer Technology at Bloomberg, Author of Power On
The iPhone Duo reviews are some of the most brutal I've seen from an Apple product in a long time (Vision Pro aside). But I've been around long enough to remember the iPhone 5, iPhone 6 Plus and iPhone X. The app optimization issue is a non-issue and will be resolved in weeks. x.com
AlvaMixedHarsh reviews challenge confidence in Duo's hardware debut, though Gurman expects the app-optimization issue to be resolved within weeks.