Apple CEO Tim Cook tells investors that Apple’s September quarter (Q3) faces supply limitations despite strong customer demand. Speaking on his final investor call before stepping down, Cook says the issue is not tied to components such as RAM or a shortage of parts. Instead, he characterizes the challenge as demand for Apple products—specifically iPhones, iPads, and Macs—being “incredibly strong,” while the supply chain and partners cannot complete orders at the usual scale.
Both reports describe Cook’s message as a supply-chain capacity mismatch with customer demand rather than an indication of weakening interest in Apple devices. The coverage also notes that the quarter is expected to see slower growth and potential revenue impact because expected demand cannot be met fully. The accounts align in their portrayal of the constraints as affecting how much Apple can ship in the September period, even though suppliers remain capable of building orders up to their available capacity.
