Apple Warns of Growing Supply Constraints for iPhone, iPad, and Mac
Apple is expecting supply constraints to have a much bigger impact on revenue during the September quarter, Apple CEO Tim Cook said today during Apple's earnings call for the third quarter of 2026. Supply constraints will impact the iPhone, iPad , and Mac. Cook said Apple is seeing less flexibility in the supply chain than normal and an issue with the availability of the advanced nodes that…
Apple executives, including CEO Tim Cook, warned during the company's Q3 2026 earnings call of increasing supply constraints affecting iPhone, iPad, and Mac sales. Cook noted that Apple is experiencing reduced flexibility in the supply chain and a shortage of advanced nodes for chip production, leading to a significant impact on revenue.
Despite high demand for iPhone and Mac products, the supply issues are not due to supplier or partner problems, but rather due to a stronger-than-expected demand. Apple's memory costs have risen, and the company expects them to increase further in the September quarter. Cook stated that Apple will partially offset the higher costs through carry-in inventory and lower costs on non-memory components, but memory will remain a problem.
The DRAM market's reliance on only three suppliers could exacerbate the supply and pricing issues. Apple plans to launch new iPhone models in September, including the iPhone 18 Pro, iPhone 18 Pro Max, and its first foldable iPhone.
Written by urgent.news from MacRumors's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.
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