As it has been almost all of 2026, Apple’s September-quarter growth is expected to be slowed by a lack of supply-side availability that won’t be able to meet “incredibly strong demand” for iPhone, iPad, and Mac products.
Supply chain constraints will impact revenue in spite of high demand
Supply chain constraints will impact revenue in spite of high demand
If you’re going to have a problem in this world, it isn’t so bad to have an Apple problem. In spite of its $109 billion record breaking June quarter, analysts are already sweating about the September quarter.
Apple didn’t warn of some catastrophic fall in demand or lack of RAM that might impact revenue streams. No, instead Apple CEO Tim Cook shared that demand was so incredibly high that the supply chain wouldn’t be able to keep up.