Apple has warned investors that it could face more severe supply constraints for iPhone, iPad and Mac in the coming months. The company attributes this not to supplier problems but to unexpectedly high demand for its devices, according to infohub.kz.
The situation was outlined by former Apple CEO Tim Cook during the company's third-quarter 2026 earnings report. According to him, demand for iPhone and Mac computers exceeded forecasts, putting the supply chain under severe strain. The shortage of production capacity for modern chips used in Apple products is especially acute.
"This is not a problem with partners or suppliers. We are experiencing an incredibly strong growth cycle for iPhone and Mac sales, which has led to demand that exceeded our expectations," said Cook.
Another issue is the price of memory. In the second quarter, Apple paid more for it than in the first, and in the next quarter the company expects costs to rise even more significantly.
Previously built-up component inventories and lower prices for some other parts will help partially offset the rising costs. However, Apple expects memory prices to keep climbing after September.
The new constraints may coincide with the traditional autumn product launch. The company is expected to unveil the iPhone 18 lineup in September, including the iPhone 18 Pro, iPhone 18 Pro Max, and its first foldable iPhone.
It was previously reported that the anniversary iPhone 20 Pro Max will feature the largest screen in the company's history.