Apple CEO Tim Cook revealed that supply constraints are expected to significantly impact revenue in the September quarter, affecting the iPhone, iPad, and Mac. Cook cited less supply chain flexibility and issues with advanced chip node availability as primary causes, emphasizing that these stem from unexpectedly high demand for iPhone and Mac products.

Memory shortages are also a concern, with Apple anticipating higher memory costs in the September quarter. While some cost offsets are planned, memory availability and pricing are expected to remain challenging. Cook noted the limited number of DRAM suppliers as a factor and indicated Apple is exploring options.

The company is preparing to launch new iPhone models in September, including the iPhone 18 Pro and its first foldable iPhone, amidst these supply chain pressures. The constraints are described as a consequence of a "remarkably strong" product cycle leading to demand beyond Apple's forecasts.