Supply chain reports suggest that Apple has increased iPhone Duo orders by more than 40% in response to what the company described as “extraordinary” pre-order demand.

Delivery dates started slipping literally within a minute or so of pre-orders opening, and it wasn’t immediately clear whether this reflected high demand or poor supply. This latest report seems to point firmly to the former …

Pre-orders opened on Friday and customers immediately reported receiving extended delivery dates , some of them into late January . Apple said that this was due to what it described as “extraordinary” demand for its first folding iPhone, but this is a phrase it frequently uses for new iPhone launches. The company also limited orders to a maximum of two per customer in a bid to tackle scalping.

As we expected, some of those ordering the new iPhone were subsequently given earlier estimated shipping dates.…