Apple asks suppliers to boost iPhone Duo output 30% as demand surges

The scale of the revision is the story: a first-generation foldable moving from a niche run to a mass-market forecast signals that foldable demand may finally be crossing into the mainstream, which matters for display and hinge component suppliers as much as for Apple. The long gap until the next batch ships, however, suggests supply constraints rather than pure demand are shaping the numbers. Whether the 2027 projection holds once early-adopter demand is satisfied is the open question.