Apple Expecting iPhone and iPad Supply Constraints in September Quarter
During today's earnings call covering the third fiscal quarter of 2021 (second calendar quarter), Apple CFO Luca Maesteri said that Apple is expecting supply constraints to affect the iPhone and the iPad in the coming quarter.
"The supply constraints that we've seen in the June quarter will be higher in the September quarter," said Maestri. The constraints will impact iPhone and iPad sales in particular.
It is not clear if these predicted supply constraints will affect the iPhone 13 models that are expected to launch in September.
Apple CEO Tim Cook was asked whether the supply constraints will continue into the holiday quarter, but Cook said that he doesn't want to predict that. "We're going to take it one quarter at a time," he said. "We will do everything we can to mitigate whatever set of circumstances we're dealt." Cook went on to say that the constraints that Apple is seeing are the same constraints that are impacting other companies as well.
The majority of the constraints are of the variety that others are seeing. I would classify it as industry shortage. We do have some shortages in addition to that where the demand has been so great and so beyond our own expectation that it's difficult to get the entire set of parts within the lead times that we try to get those. It's a little bit of that as well. As I said before, the latest nodes, which we use in several of our products, have not been as much of an issue. The legacy nodes are where the supply constraints have been, on silicon.
Cook also said that though Apple is expecting supply constraints, component costs in the aggregate have declined, but Apple is currently paying out more for freight than it would like.
Popular Stories
Apple is preparing a "bold" new iPhone Pro model for the iPhone's 20th anniversary in 2027, according to Bloomberg's Mark Gurman. As part of what's being described as a "major shake-up," Apple is said to be developing a design that makes more extensive use of glass – and this could point directly to the display itself.
Here's the case for Apple releasing a truly all-screen iPhone with no...
While the iPhone 17 Pro and iPhone 17 Pro Max are not expected to launch until September, there are already plenty of rumors about the devices.
Below, we recap key changes rumored for the iPhone 17 Pro models as of April 2025:
Aluminum frame: iPhone 17 Pro models are rumored to have an aluminum frame, whereas the iPhone 15 Pro and iPhone 16 Pro models have a titanium frame, and the iPhone ...
The first iOS 19 beta is less than two months away, and there are already a handful of new features that are expected with the update.
Apple should release the first iOS 19 beta to developers immediately following the WWDC 2025 keynote, which is scheduled for Monday, June 9. Following beta testing, the update should be released to the general public in September.
Below, we recap the key...
If you have been experiencing issues with wireless CarPlay in your vehicle lately, it was likely due to a software bug that has now been fixed.
Apple released iOS 18.4.1 today, and the update's release notes say it "addresses a rare issue that prevents wireless CarPlay connection in certain vehicles."
If wireless CarPlay was acting up for you, updating your iPhone to iOS 18.4.1 should...
Apple's iPhone development roadmap runs several years into the future and the company is continually working with suppliers on several successive iPhone models simultaneously, which is why we often get rumored features months ahead of launch. The iPhone 17 series is no different, and we already have a good idea of what to expect from Apple's 2025 smartphone lineup.
If you skipped the iPhone...
Apple may have updated several iPads and Macs late last year and early this year, but there are still multiple new devices that we're looking forward to seeing in 2025. Most will come in September or October, but there could be a few surprises before then.
We've rounded up a list of everything that we're still waiting to see from Apple in 2025.
iPhone 17, 17 Air, and 17 Pro - We get...
Apple today released iOS 18.4.1 and iPadOS 18.4.1, minor updates to the iOS 18 and iPadOS 18 operating systems that came out last September. iOS 18.4.1 and iPadOS 18.4.1 come two weeks after the launch of iOS 18.4 and iPadOS 18.4.
The new software can be downloaded on eligible iPhones and iPads over-the-air by going to Settings > General > Software Update.
There have been complaints about ...
Apple today updated its vintage products list to add the 2018 Mac mini and the iPhone 6s, devices that will get more limited service and repairs now that they are considered vintage.
The iPhone 6s initially launched in 2015, but Apple kept it around as a low-cost device until 2018, which is why it is only now being added to the vintage list. The iPhone 6s had Apple's A9 chip, and it was...
Apple today released macOS Sequoia 15.4.1, a minor update to the macOS Sequoia operating system that launched in September. macOS Sequoia 15.4.1 comes two weeks after the launch of macOS Sequoia 15.4.
Mac users can download the macOS Sequoia update through the Software Update section of System Settings. It is available for free on all Macs able to run macOS 15.
According to...
