Apple launches into foldable market as iPhone Duo sales begin

Why This Matters

Key context: <p>Sales of Apple’s first folding phone, the <a href="https://www.dawn.com/news/2028667">iPhone Duo</a>, began on Friday, with market watchers betting on whether the device can reinvent the small foldables market in the same way the iPhone did for smartphones.</p> <p>The Duo’s reception could prove an early test for new <a href="https://www.dawn.com/news/2026362">CEO John Ternus</a>, the former hardware chief who <a href="https://www.dawn.com/news/2028782">unveiled</a> the phone barely a week after taking charge in September.</p> <p>It could also have large implications for a niche category in which ⁠rivals such as Samsung Electronics and Huawei Technologies have sold premium ​offerings for several years.</p> <figure class='media w-full sm:w-1/2 media--right media--embed media--uneven' data-original-src='https://www.dawn.com/news/2026872'> <div class='media__item media__item--newskitlink '> <iframe class="nk-iframe" width="100%" frameborder="0" scrolling="no" style="height:250px;position:relative" src="https://www.dawn.com/news/card/2026872" sandbox="allow-same-origin allow-scripts allow-popups allow-modals allow-forms"></iframe></div> </figure> <p>Within minutes of pre-orders opening last Friday, Apple’s estimated delivery dates for the Duo had slipped to late January as demand outpaced supply.</p> <p>The US company called the response from customers “nothing short of extraordinary.”</p> <p>With the massive demand, Apple capped pre-orders at two handsets per customer and limited sales significantly for walk-in shoppers, resulting in muted crowds unlike the hype that typically accompanied new iPhone releases.</p> <p>In China, France, Hong Kong, India and Japan, units would be available only for customers who had ordered online</p> <p>In Sydney, the first Apple store to sell the phones on Friday, a queue of customers formed outside before opening at 8am local time (2100 GMT or 2am PKT).</p> <figure class='media w-full sm:w-1/2 media--right media--embed media--uneven' data-original-src='https://www.dawn.com/news/2011130'> <div class='media__item media__item--newskitlink '> <iframe class="nk-iframe" width="100%" frameborder="0" scrolling="no" style="height:250px;position:relative" src="https://www.dawn.com/news/card/2011130" sandbox="allow-same-origin allow-scripts allow-popups allow-modals allow-forms"></iframe></div> </figure> <p>Simon Krishnan, a 48-year-old engineer, paid A$3,899 ($2,734) for a Duo with 512GB memory.</p> <p>“This is a bit of a luxury item for me, because it’s so expensive, but I just think, you know what? Life’s too short,” he said.</p> <p>In China, a soft consumer market combined with memory costs pushing prices higher has led to six straight quarters of declines in smartphone shipments.</p> <p>Apple’s market share, however, has rebounded as some phone buyers trade up to premium devices while others seek value at the lower end of the market, putting pressure on mid-range brands.</p> <p>Liu Wei, a 26-year-old healthcare professional, already has a foldable phone from Xiaomi, but still queued outside a central Shanghai Apple store from 6am to get his hands on Apple’s first foldable.</p> <p>“I’ve used Apple products for many years and I have more trust (in the brand), so I bought one on launch day to try it out,” he said.</p> <p>In Hong Kong, May, 38, who declined to give his full name for privacy reasons, secured a 256GB iPhone Duo, which retails for HK$17,499 ($2,231.73), during an online pre‑sale and aimed to resell the handset for a profit of around HK$4,000: “A few meals’ worth of money,” he joked.</p> <figure class='media w-full sm:w-full media-- ' data-original-src='https://i.dawn.com/large/2026/10/23123506b0ce41c.webp'> <div class='media__item '><picture><img src='https://i.dawn.com/large/2026/10/23123506b0ce41c.webp' alt='People use the new foldable iPhone Duo, on its launch day at an Apple store, in Berlin, Germany, on October 23, 2026. &mdash; Reuters' /></picture></div> <figcaption class='media__caption '>People use the new foldable iPhone Duo, on its launch day at an Apple store, in Berlin, Germany, on October 23, 2026. — Reuters</figcaption> </figure> <h2><a id="mixed-reviews" href="#mixed-reviews" class="heading-permalink" aria-hidden="true" tabindex="-1" title="Permalink"></a>Mixed reviews</h2> <p>Early reviews have praised the Duo’s design as well as its sturdy and barely visible hinge, a major feat for phones whose prominent creased screen has long been a drawback and potential deterrent for buyers.</p> <p>But reviewers have said camera compromises including the absence of a telephoto lens and third-party apps that still need to be reworked for the new display size could disappoint some buyers.</p> <p>They have also said the <a href="https://www.dawn.com/news/2028667/apple-debuts-passport-shaped-foldable-phone-called-duo">Duo</a> in its smaller, folded state is less handy for the litany of quick tasks that most users carry out each day on standard iPhones, with several prominent reviewers recommending against the Duo for many Apple customers.</p> <p>“It’s been a lot of fun trying the Duo out for a week, but it feels like I’ve gotten to use an extraordinarily polished prototype — not a finished product that I’d want to buy and carry,” longtime Apple commentator John Gruber, author of the blog <a rel="noopener noreferrer" target="_blank" class="link--external" href="https://daringfireball.net/">Daring Fireball</a>, wrote in a review.</p> <p>Tech commentator Marques Brownlee, popularly known as <a rel="noopener noreferrer" target="_blank" class="link--external" href="https://www.youtube.com/watch?v=ESABTN4VtrA">MKBHD</a>, said in a YouTube review that “if you’re just a regular person who doesn’t do much more than texting, social media and browsing here and there, then it is probably a no. But if the $2,000 doesn’t mean much to you, and you like the idea, after the learning curve and getting used to not having facial identification, it is a really fun phone.”</p> <figure class='media w-full sm:w-full media--center ' data-original-src='https://i.dawn.com/large/2026/10/23124035500ed3c.webp'> <div class='media__item '><picture><img src='https://i.dawn.com/large/2026/10/23124035500ed3c.webp' alt=' People use the new foldable iPhone Duo, on its launch day at an Apple store, in Berlin, Germany, on October 23, 2026. &mdash; Reuters ' /></picture></div> <figcaption class='media__caption '>People use the new foldable iPhone Duo, on its launch day at an Apple store, in Berlin, Germany, on October 23, 2026. — Reuters</figcaption> </figure> <h2><a id="tough-to-find" href="#tough-to-find" class="heading-permalink" aria-hidden="true" tabindex="-1" title="Permalink"></a>Tough to find</h2> <p>The limited supplies could disappoint Apple fans lining up in front of stores to buy the Duo. Apple told <em>Reuters</em> that walk-in availability would vary by country, with limited stocks in the US, Australia, Canada, Mexico and much of Britain and Europe.</p> <p>“Foldables have been an established category for years, but adoption has remained relatively limited compared with conventional smartphones. Apple’s entry could bring the format to a much broader audience,” said Francisco Jeronimo, vice president at market researcher IDC.</p> <p>IDC expects Apple will take 44 per cent of the foldable value in 2026 on 31pc of foldable units.</p> <figure class='media w-full sm:w-1/2 media--right media--embed media--uneven' data-original-src='https://www.dawn.com/news/2008918/apple-flagship-store-launched-on-e-commerce-platform-daraz-pakistan'> <div class='media__item media__item--newskitlink '> <iframe class="nk-iframe" width="100%" frameborder="0" scrolling="no" style="height:250px;position:relative" src="https://www.dawn.com/news/card/2008918" sandbox="allow-same-origin allow-scripts allow-popups allow-modals allow-forms"></iframe></div> </figure> <p>By 2027, it will become the market leader in the category both in value and units shipped, IDC forecast.</p> <p>“Apple has made a convincing case for this form factor,” Jeronimo said after spending a week with the passport-shaped Duo.</p> <p>“Now comes the next test: turning excitement into availability, adoption and a lasting new chapter for the smartphone market,” Jeronimo said.</p> This development from dawn.com highlights ongoing changes in the sector.