Reports say Apple has increased orders for its iPhone and Duo foldable screen phones by 30%, while the total order volume for the Pro series remains unchanged.
The Block
1h ago
Ai Focus
According to a reporter from the Securities Times who obtained information from Apple's supply chain, Apple is making structural adjustments to its orders for new mobile phone models in the fall of 2026: iPhone and Duo have seen an increase of 30% in orders, but the total quantity still does not exceed 10 million units; iPhone has seen a reduction of 10%–15% in orders, while iPhone and Pro Max have seen an increase of 10%–15% in orders. The total order volume for the Pro series remains unchanged. People in the supply chain said that this indicates a shift in sales towards higher-value products, which is overall beneficial for the performance of Apple's supply chain companies.
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IT News on October 10th: According to a reporter from the Securities Times who obtained information from Apple's supply chain, Apple is making structural adjustments to the order volumes for its new smartphone models in the fall of 2026.

IT Home with related adjustments as follows:

  • iPhone Duo An increase of 30% in orders, but the total volume still does not exceed 10 million units.
  • iPhone 18 Pro Cut prices by 10%–15%, while for iPhone 18 Pro Max increase prices by 10%–15%. For iPhone 18 Pro, the total number of orders in the series remains unchanged.

People from Apple's supply chain said, "This means that sales are shifting towards higher-value products, so it is overall beneficial for the performance of Apple's supply chain companies."

Extended reading shows that the iPhone Duo is Apple's first foldable phone, which was unveiled at Apple's Fall Special Event held on the early morning of September 10, 2026, Beijing time. It features a horizontal book-style folding design, equipped with a 5.4-inch outer screen and a 7.6-inch inner screen (Apple's largest iPhone display to date). The body is made of titanium metal and is dust and water resistant IP68. The phone is powered by the A20 Pro chip and Apple's self-developed C2 baseband, and the entire series only supports eSIM; the 256GB version is priced at 15,999 yuan, while the top-of-the-line 2TB version costs 26,499 yuan. Pre-orders began at 8 p.m. on October 16, and the official release date is October 23.

Also released alongside iPhone and Duo were iPhone, Pro, and iPhone. This is the first time Apple has launched only Pro series models at its autumn launch event. Both models feature TSMC's 2-nanometer A20 Pro chips, a 48-megapixel main camera with variable aperture, Pro supports up to 24 hours of video playback, and Pro Max supports up to 30 hours. In terms of pricing, the 18GB version of iPhone starts at 9,999 yuan, while the 256GB version starts at 10,999 yuan.

The terms "increasing orders" and "reducing orders" mentioned in the report refer to the brand's decision to increase or decrease the number of orders placed with suppliers in the supply chain. In this adjustment, iPhone's orders were reduced, while Pro Max's orders increased, resulting in a trade-off between the two.

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