High iPhone demand won't be met by supply during September quarter

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 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.