Pre-order estimates for Apple's first foldable smartphone, dubbed iPhone Duo, shifted to January delivery dates within minutes of the launch of reservations on Friday, affecting even early applicants. The rollout has drawn criticism from some observers who describe the limited initial stock as a misstep, though analysts note the situation reflects the challenges of introducing a new product category. Apple typically builds inventory ahead of launches, but the complexity of the foldable design — particularly its hinge mechanism — may have constrained early production capacity. Demand appears strong, with the company having addressed longstanding issues in competing foldables, such as screen creasing and durability, while introducing software features tailored to the form factor. The launch video has also generated notable attention. Manufacturing constraints, rather than lack of interest, may be the primary factor limiting initial availability. Apple has historically used conservative delivery estimates that are later adjusted downward, and physical stores may receive unanticipated inventory due to discrepancies between online and in-store demand. Customers facing extended waits may find the actual wait shorter than initially projected. The current imbalance between supply and demand presents a complex scenario for the company, one that simultaneously signals strong market interest and operational limitations in scaling production.