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.

iphone 13 teal with text
"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.

Related Forum: iPhone

Popular Stories

iphone 16 pro ghost hand

5 Reasons to Skip This Year's iPhone 17 Pro

Thursday July 10, 2025 4:54 am PDT by
Apple will launch its new iPhone 17 series in two months, and the iPhone 17 Pro models are expected to get a new design for the rear casing and the camera area. But more significant changes to the lineup are not expected until next year, when the iPhone 18 models arrive. If you're thinking of trading in your iPhone for this year's latest, consider the following features rumored to be coming...
apple tv 4k new orange

New Apple TV Expected Later This Year With These New Features

Saturday July 12, 2025 3:09 pm PDT by
A new Apple TV is expected to be released later this year, and a handful of new features and changes have been rumored for the device. Below, we recap what to expect from the next Apple TV, according to rumors. Rumors Faster Wi-Fi Support The next Apple TV will be equipped with Apple's own combined Wi-Fi and Bluetooth chip, according to Bloomberg's Mark Gurman. He said the chip supports ...
iPhone 17 Pro in Hand Feature Lowgo

iPhone 17 Pro Coming Soon With These 16 New Features

Friday July 11, 2025 12:40 pm PDT by
Apple's next-generation iPhone 17 Pro and iPhone 17 Pro Max are only two months away, and there are plenty of rumors about the devices. Below, we recap key changes rumored for the iPhone 17 Pro models. Latest Rumors These rumors surfaced in June and July:A redesigned Dynamic Island: It has been rumored that all iPhone 17 models will have a redesigned Dynamic Island interface — it might ...
macbook pro blue green

M5 MacBook Pro No Longer Coming in 2025

Thursday July 10, 2025 12:38 pm PDT by
Apple does not plan to refresh any Macs with updated M5 chips in 2025, according to Bloomberg's Mark Gurman. Updated MacBook Air and MacBook Pro models are now planned for the first half of 2026. Gurman previously said that Apple would debut the M5 MacBook Pro models in late 2025, but his newest report suggests that Apple is "considering" pushing them back to 2026. Apple is now said to be...
iphone 16 pro pro max

iPhone 17 Pro Models With BOE Displays Will Be Sold in China Only

Thursday July 10, 2025 11:59 pm PDT by
iPhone 17 Pro and iPhone 17 Pro Max models with displays made by BOE will be sold exclusively in China, according to a new report. Last week, it emerged that Chinese display manufacturer BOE was aggressively ramping up its OLED production capacity for future iPhone models as part of a plan to recapture a major role in Apple's supply chain. Now, tech news aggregator Jukan Choi reports...
Apple Watch Ultra 2 Complications

Apple Watch Ultra 3: What to Expect

Sunday July 13, 2025 10:30 am PDT by
The long wait for an Apple Watch Ultra 3 is nearly over, and a handful of new features and changes have been rumored for the device. Below, we recap what to expect from the Apple Watch Ultra 3:Satellite connectivity for sending and receiving text messages when Wi-Fi and cellular coverage is unavailable 5G support, up from LTE on the Apple Watch Ultra 2 Likely a wide-angle OLED display that ...
apple wallet drivers license feature iPhone 15 pro

Apple Says iPhone Driver's Licenses Will Expand to These 8 U.S. States

Tuesday July 8, 2025 11:26 am PDT by
In select U.S. states, residents can add their driver's license or state ID to the Wallet app on the iPhone and Apple Watch, providing a convenient and contactless way to display proof of identity or age at select airports and businesses, and in select apps. Unfortunately, this feature continues to roll out very slowly since it was announced in 2021, with only nine U.S. states, Puerto Rico,...
iPhone 17 Air Colors Thumb 2

iPhone 17 and iPhone 17 Air Rumored to Come in These 9 Colors

Friday July 11, 2025 12:30 am PDT by
The iPhone 17 and iPhone 17 Air will be available in a total of nine color options, according to new information coming out of Asia. The iPhone 17 Air's expected color options. According to the leaker going by the account name "yeux1122" on the Korean blog Naver, accessory manufacturers are now producing camera protector rings for the iPhone 17 and iPhone 17 Air in colors to match their...

Top Rated Comments

SirAnthonyHopkins Avatar
52 months ago
September is a month not a quarter.
Score: 9 Votes (Like | Disagree)
LFC2020 Avatar
52 months ago

Is this a marketing trick for you to upgrade to get a new iPhone this September?
Yep, same old garbage every year, yet people still get their iPhones on launch day.
Score: 9 Votes (Like | Disagree)
Apple_Robert Avatar
52 months ago
We get this kind of news a lot of the time and people on MR still manage to get their phones.
Score: 7 Votes (Like | Disagree)
MacDevil7334 Avatar
52 months ago

It is not clear if these predicted supply constraints will affect the iPhone 13 models that are expected to launch in September.
I think it’s a pretty safe bet the iPhone 13 will be affected. Seems like they are trying to set expectations…
Score: 6 Votes (Like | Disagree)
kazmac Avatar
52 months ago

Is this a marketing trick for you to upgrade to get a new iPhone this September?

When have we heard Supply is not constrained at lunch... Never.
Sheesh...Apple is constraining supply at lunch now too? Why I am not surprised? ? /s
Score: 6 Votes (Like | Disagree)
TheYayAreaLiving ?️ Avatar
52 months ago
Marketing 101 talk…

Hoping this does not delay September's event. People are waiting what Apple has in store.

Is this a marketing trick for you to upgrade to get a new iPhone this September?

When have we heard Supply is not constrained at the product launch... Never.
Score: 5 Votes (Like | Disagree)