Gurman Criticizes Apple's iPhone Duo Preorder Timing
Mark Gurman called Apple's decision to open iPhone Duo preorders despite known manufacturing constraints a serious strategic error. He said the company prioritized an early fiscal first-quarter launch over having enough inventory to meet demand. Shipping estimates reportedly slipped to late January, and Apple shifted from a phased U.S. and China rollout to simultaneous preorders in more markets.
Mark Gurman, writing in Power On, argued Apple proceeded with iPhone Duo preorders even though it understood production bottlenecks would limit supply. He said the company favored an early fiscal first-quarter debut over ensuring enough units for buyers.
Apple had intended to start with U.S. and China sales before widening availability. Instead, it opened same-day preorders in over 70 markets. Within roughly half an hour, most delivery estimates reached about January 25. Apple sometimes gives cautious dates and later improves them, so some orders could arrive sooner.
The iPhone Duo rollout could affect eager early adopters, who may face months-long waits, and global buyers in over 70 markets competing for limited stock. It may also shape how consumers view Apple’s launch reliability, potentially cooling enthusiasm for immediate preorders. Retailers and resellers could see uneven demand, while supply-chain partners may face pressure to catch up. The episode may reinforce broader expectations that gadget launches balance marketing timing with real availability.