Mac and iPad Shortages Are on the Horizon
Unfortunately, the news wasn’t all positive, as for the first time Apple acknowledged that ongoing global component shortages could, in fact, impact the Mac and iPad lineups going into Q3.
Notably, Cook said that Apple managed to weather this through Q2, as it normally plans ahead, so it simply ate into its “buffers and offsets” of existing component stock. However, both Cook and Maestri indicated that the Mac and iPad lineups may be somewhat supply constrained in the coming quarter.
This is going to be even more apparent as demand for Macs and iPads is expected to remain strong as people continue working from home. Maestri said that the constraints could cost Apple up to $4 billion in revenue for the third fiscal quarter, simply because it won’t be able to make enough Macs and iPads to keep up with the expected demand.
With the new 2021 iPad Pro models and 24-inch iMac expected to go on sale tomorrow, it remains to be seen how much impact these shortages will have on the new product lineup.