TREE NEWS update: Apple’s first foldable phone, the iPhone Duo, went on sale on October 23, with first-batch stock selling out shortly after pre-orders opened at 8 p.m. on October 16. Estimated delivery times for some orders on Apple’s China website now stretch to late January 2027, though the premium buyers can charge for resale has already narrowed significantly.
Apple iPhone Duo Foldable Sells Out, Resale Premium Shrinks
AI take
The shrinking resale premium is the more telling signal than the sellout itself: first-batch scarcity drove early flipping, but that spread compressing this quickly suggests supply is catching up to launch demand rather than a durable shortage. For Apple, the meaningful test is whether the long delivery tail on its China site reflects genuine demand or logistics, since that market carries outsized weight for a first-generation foldable. Whether the resale premium keeps eroding as delivery estimates shorten is the open question.
Generated by AI for reference only.
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