ET 02:30

Apple's Foldable iPhone Duo Said to Face 60% Assembly Yield with One Month Until Launch

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Apple's first foldable iPhone, the iPhone Duo, is about a month from its October 23 launch, but mass-production ramp-up remains incomplete, with Foxconn's whole-device assembly yield at just over 60%, according to supply-chain sources cited by Jiemian News. The device was unveiled September 10 by new CEO Turner, with preorders October 16 and retail availability October 23. Apple's typical fall flagship timeline spans roughly three days from launch to preorder and 10 days to retail; the Duo stretches those to 36 and 43 days, with the extra month used for production-line tuning. Supply-chain sources said the low yield reflects first-time foldable production requiring simultaneous equipment, process and parameter adjustments. Mizuho Securities flagged hinge specs and display creasing as core variables in a September 3 research note. Apple may weigh relaxing quality standards to accelerate volume. Industry estimates put 2026 global Duo stocking at 6-8 million units versus 20-30 million for a typical Pro cycle. Omdia data show 2025 foldable shipments of 18.2 million units, up 6% year over year.

EditorTan Wei Jie