iPhone Duo sells out moments after pre-orders begin: Apple Insider Pre-orders for the iPhone Duo began at 8 A.M. Eastern and as with most new iPhones — but not all — the stocks sold out rapidly. With the first moments, shipping dates slipped back to November 16, and then to November 23, for all configurations. Apple never states how many devices it has made ready for sale on day one, but the shipping dates normally provide a clue as to whether a model is a hit. In this case, that's less apparent than usual because there is another factor. Alongside demand from early buyers, it's believed that Apple has fewer of the iPhone Duo manufactured than normal. That could be because of the many reports of delays in manufacturing over such a complex new design. But there is also the fact that this is a new design and so demand may have proven harder to estimate.

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iPhone 18 Pro model lead times continue to point to a successful cycle split. $AAPL As of this morning, lead times for Pro and Pro Max are still 4% and 3% higher than they were a year ago, which is a positive given I would've expected shorter lead times this year because of Duo cannibalizing Pro models. As a point of reference, the lead times for the 18s were 15% and 18% higher than the 17s on launch day: