Apple’s iPhone Duo has reportedly attracted more pre-orders than the company expected in several major markets DigiTimeswith display chip suppliers hoping its reception will spur investment in foldable devices.
Sources in the display driver industry believe the iPhone Duo could give other smartphone makers more confidence in foldables, expanding the market for OLED touch and display driver integration, known as TDDI. The technology combines the electronics responsible for touch sensing and display control.
According to sources, cost remains a barrier to introducing OLED TDDI technology into mainstream flagship smartphones this year. It’s considered a technical requirement for foldable devices, however, giving chipmakers the ability to ramp up shipments even if adoption elsewhere remains limited.
The report also identifies Apple’s rumored touchscreen MacBook as a possible catalyst for investment in notebook displays. Adding touch capabilities creates opportunities to sell more sophisticated components, such as touch and integrated display drivers and timing controllers, that coordinate display operation.
The sources predict that rival manufacturers may adopt similar display technologies in response to new Apple products, generating business for companies outside Apple’s supply chain. This outlook comes as the industry faces subdued consumer demand during the second half of 2026.
DigiTimes it also suggests that demand for the iPhone Duo could blunt the impact of weaker iPhone 18 Pro sales.
Popular stories
Apple retail staff have been urged to warn against walk-in purchases of the iPhone Duo
Some Apple Retail employees have been told to warn customers not to come in to purchase an iPhone Duo without a pre-order on Friday, October 23. Apple Store employees told MacRumors that they were informed that there will likely be no stock of the iPhone Duo available for purchase on launch day. Staff have been asked to discourage customers without pre-orders from entering…
This is what Apple apps look like on the iPhone Duo
With just three days left until the release of the iPhone Duo, Apple is gearing up for its launch. Behind the scenes, the App Store now has screenshots of Apple’s built-in apps running on the Duo. We’ve seen a few apps in the marketing materials, but images of the ones we haven’t seen give us an idea of what using the iPhone Duo will be like on a day-to-day basis. Many apps display horizontally…
Mark Gurman: Apple made a ‘serious mistake’ with iPhone Duo pre-orders
Despite knowing that the iPhone Duo would face “severe supply constraints” due to manufacturing issues, Apple chose to begin pre-orders of the iPhone Duo on Friday instead of waiting until more inventory was ready, according to Bloomberg’s Mark Gurman. In his Power On newsletter today, he called this decision a “serious mistake.” “I’ll cut to the chase: Apple made a big mistake here,” he…
