Apple Warns of Growing Supply Constraints for iPhone, iPad, and Mac

Apple is expecting proviso constraints to person a overmuch bigger interaction connected gross during the September quarter, Apple CEO Tim Cook said contiguous during Apple's net telephone for the 3rd 4th of 2026.


Supply constraints volition interaction the iPhone, iPad, and Mac. Cook said Apple is seeing little flexibility successful the proviso concatenation than mean and an contented with the availability of the precocious nodes that Apple's chips are produced on.
We proceed to expect precocious levels of demand. However, with little flexibility successful the proviso chain, we expect the interaction from the proviso constraints to summation importantly sequentially.
He said the origin is not a regular proviso issue, but a request forecast issue. The iPhone and Mac are doing "remarkably better" than Apple expected.
Let maine accent again. This isn't a spouse oregon supplier issue. This contented is an incredibly beardown demand. It's a large contented successful immoderate ways. It's an incredibly beardown iPhone and Mac merchandise rhythm that has truly yielded a request beyond our expectation.
Cook besides commented connected representation shortages. He said Apple paid much for representation successful the June 4th than the March quarter, and the institution expects to wage adjacent higher representation costs successful the September quarter. He said Apple volition beryllium capable to partially offset the accrued costs successful 2 ways, but representation volition proceed to beryllium problematic.
The archetypal is, arsenic you would expect, we person benefited from immoderate carry-in inventory successful the September quarter. However, we judge we volition spot decreasing payment of this overlap beyond the September quarter. The 2nd is we're expecting little outgo connected definite non-memory components. Then if you look beyond September, we spot the marketplace pricing for representation continuing to summation and person an expanding interaction connected our business. [...]
The DRAM marketplace has 3 suppliers. Obviously, if determination were much suppliers, that would beryllium good, and it would assistance america connected the proviso broadside and possibly the pricing side. It's unclear connected the pricing side, but it could assistance connected the proviso side. And truthful we're evaluating each options.
Apple is readying to merchandise caller iPhone models successful September, including the iPhone 18 Pro, ‌iPhone 18 Pro‌ Max, and its archetypal foldable iPhone.
This article, "Apple Warns of Growing Supply Constraints for iPhone, iPad, and Mac" archetypal appeared connected MacRumors.com

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