Apple warned that supply constraints will have a markedly larger impact on its September-quarter revenue, CEO Tim Cook said on the company’s third-quarter 2026 earnings call. The strains primarily affect the iPhone, iPad and Mac, and stem from demand that exceeded forecasts as well as limited access to advanced process nodes required for chip production.
Des contraintes d’approvisionnement qui touchent iPhone, iPad et Mac
Apple says it is seeing “less flexibility” in its supply chain than usual. Supply limits and the availability of advanced process nodes are constraining production capacity across several key product lines. The company expects the impact of these constraints to rise “significantly” quarter over quarter for the September quarter.
Apple: strong demand, not a supplier failure
Tim Cook emphasized that the issue is not a failing partner or supplier but a forecasting error. According to Cook, iPhone and Mac demand is performing “remarkably better” than expected, driving needs beyond Apple’s priors. That distinction—excess demand rather than a supplier disruption—is central to Apple’s public interpretation of the situation.
Pressure on memory and rising costs
Apple also flagged specific pressures on DRAM (memory)…
(Note: the source text was truncated at the end; the final sentence about DRAM in the original was incomplete.)
