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Apple warns supply constraints will increase ‘significantly’ next quarter - 9to5Mac

Apple is bracing for a tough September quarter, with growing supply pressures affecting its most important products. Here are the details.

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9to5mac.comStai leggendo8 h fa

Apple warns supply constraints will increase ‘significantly’ next quarter - 9to5Mac

Apple warned Q4 2026 supply constraints will surge on iPhone/Mac/iPad, with tariff headwinds cutting revenue growth by 2.5 points. Geopolitical supply fragmentation and margin compression (47-48%) reshape enterprise tech refresh cycles and CAPEX priorities.

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Timeline cronologica

mercoledì 29 luglio 2026·channelnewsasia.com
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giovedì 30 luglio 2026·9to5mac.com
Qualcomm says supply constraints are shrinking its Apple business - 9to5Mac
Qualcomm CEO told Reuters that supply constraints will cause its revenue from Apple products to decline faster than expected.

Apple warns supply constraints will increase ‘significantly’ next quarter - 9to5Mac

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Apple warns supply constraints will increase ‘significantly’ next quarter - 9to5Mac

Timeline cronologica

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Qualcomm says supply constraints are shrinking its Apple business - 9to5Mac

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