Apple announced that it will struggle to meet the high demand for iPhone, iPad, and Mac products in the September quarter of 2026. Company management emphasizes that this is due to unexpectedly high consumer demand rather than a supply shortage.

Apple, which achieved a record revenue of $109 billion in the June quarter, expects similar growth for September. However, current inventory constraints are emerging as a factor that could prevent the company from reaching its potential revenue targets.

Supply Constraints and Growth Expectations

Apple CEO Tim Cook stated that the supply chain is able to produce at normal levels, but demand is far exceeding capacity. This means that September revenues may be lower than expected due to the current inventory shortage.

The September quarter is of strategic importance for Apple due to the release of new iPhone models. The company anticipates that demand for the iPhone 17 series, as well as existing iPad and Mac models, will be influential during this period.

Whether stock problems will continue in the coming period or extend into 2027 is not yet clear. Furthermore, the impact of possible iPhone price increases on consumer demand will certainly be felt in the coming months.

New technologies keep demand alive

Apple Intelligence and updated Siri features have already begun to attract attention among users. Positive feedback from beta tests indicates that these new technologies could generate strong demand despite price increases.

The company expects revenue growth in the ten percent range for the September quarter. What are your thoughts on Apple’s supply constraints and high demand stability?