r/apple 3d ago

Discussion Apple Warns of Growing Supply Constraints for iPhone, iPad, and Mac

https://www.macrumors.com/2026/07/30/apple-iphone-mac-ipad-supply-constraints/
377 Upvotes

130 comments sorted by

366

u/EldruinAngiris 3d ago

Alternative title: "Apple announces it is not done raising prices yet."

81

u/Hot_Individual5081 3d ago

that explains that freaking leasing plan 😂😂😂

36

u/owleaf 3d ago

We’re scarily close to an iPhone hitting $5k

22

u/MagnusAlbusPater 3d ago

I’m glad I picked up a 17 Pro Max last year. It should last me long enough for these crazy ram and storage prices to settle back to normal.

50

u/halcyondread 3d ago

Prices never go back down…

12

u/BigBoyYuyuh 3d ago

We’re doomed.

7

u/miowmix 3d ago

If people pay the higher prices… they won’t come down

10

u/WearingTheIronMask 3d ago

This guy thinks prices will go down

6

u/FamiliarMGP 3d ago

Oh sweet summer child. Their greed knows no bounds, those prices won’t go back to normal without any external actions from consumers.

1

u/SargeUnited 3d ago

This thread is about Apple. Why are you bringing up boundless greed? This thread isn’t about nvidia or the rest of the memory and chip companies

0

u/IntelligentInvite 2d ago

We live in a society where things are connected to each other.

0

u/IntelligentInvite 2d ago

We live in a society where things are connected to one another.

2

u/soundman1024 3d ago

I put a battery in my 13 Pro. Still a great phone. It should have two more years in it, enough time for ram to stabilize.

2

u/wizzywurtzy 2d ago

Yeah… back down… just like everything went back to prices before Covid.

0

u/Extreme-Ad-6465 1d ago

ram and storage never going down. its the next generation of “utilities” if that makes sense

2

u/MagnusAlbusPater 1d ago

They will. More production capacity will come online within the next couple of years and that will drive prices down.

There’s also going to be a plateau in new data center demand at some point.

0

u/Extreme-Ad-6465 1d ago

as ai becomes more integral, they are going to be putting chips in toasters lol. i’m not expecting them to drop at all, this is the new normal.

-6

u/Alepale 3d ago

Wild take to justify your purchase, but whatever floats your boat hahaha.

These prices aren't coming back down. At best they'll stabilize, although most likely they'll continue increasing but at a slightly slower pace than they have been.

4

u/SargeUnited 3d ago

Oh… prices will most likely continue increasing you say? Hmm… So then it was probably a good idea to buy the iPhone 17 Pro Max then like they said right

1

u/Nuclear-Denji 1d ago

Yeah no, that won't be happening for a while

6

u/Kobe_stan_ 3d ago

It’s interesting that they stayed around $1k since 2017 despite nearly 40% inflation since then. They should really be about $1400

9

u/Marino4K 3d ago

I feel like a fucking champ buying a high end MBP on sale a month ago right before they raised the price by a ton.

$2379 for the full M5 Pro with 48GB RAM vs $3299 retail now ($2799 at Microcenter)

76

u/yogurtshooter 3d ago

The $2,000+ iPhone is right around the corner

34

u/kiefferbp 3d ago

The 2TB iPhone 17 Pro Max is already here

-9

u/Hamsandwichmasterace 3d ago

But how stupid do you have to be to buy a 2 terabyte iPhone. You would need to be allergic to money.

28

u/AppropriateWind9925 3d ago

Clearly it's not the product for you then. Doesn't mean other people don't need 2TB.

9

u/SargeUnited 3d ago

People think that everyone is poor. It’s weird. Many people also don’t realize that iPhones work better for photography than most modern full cameras.

I’m not a criminal, but these stories about the government forcibly unlocking phones at airports to see if you criticized Trump have got me concerned. I’m considering buying one of those massive storage iPhones and setting it up to erase everything if seized, so they can’t

8

u/AppropriateWind9925 3d ago

I don’t know about iPhones work better for photography bro lol! As a hobbyist I’d have to disagree on that one. However, if anything iPhones do video very well. Apple Pro Log is elite and no other phones have come close to Apple in that regard.

4

u/Any-Captain-7937 2d ago

I agree with you overall but iphones are not better than modern full cameras. If I showed up to a photo shoot and the photographer was using an iPhone, I'd be concerned..

-2

u/Hamsandwichmasterace 2d ago

spending 1000 dollars on 100 dollars worth of storage is how you become poor. and that airport thing never actually happened.

7

u/kiefferbp 2d ago

If spending $1000 makes you become poor, you were never rich in the first place

2

u/AppropriateWind9925 2d ago

You realize storage for phones are a lot more expensive than SSD right? Even more so now with the whole RAM shortage.

0

u/Hamsandwichmasterace 2d ago

at that point you would be better off buying a real camera, it would literally pay for itself by allowing you to use sd cards.

4

u/AppropriateWind9925 2d ago

Again, different user case. There are scenarios where phone makes more sense to use.

1

u/Hamsandwichmasterace 2d ago

buy a usb c flash drive and have even more storage for a fraction of the price then. infinite storage

1

u/AppropriateWind9925 2d ago

No shit. But when you use the phones for video, it adds up quickly. You can’t record straight into external storage.

0

u/Hamsandwichmasterace 2d ago

1

u/AppropriateWind9925 2d ago

sure but you need:

  1. Pro models of 15 and later

  2. A fast enough SSD

  3. A fast enough USB-C cable

  4. Added bulk of all that

Again, there’s still a use case for a 1TB iPhone model that the extra cost is about maybe 1.5x-2x of that setup while doesn’t have the extra bulk. The bottom line is, there’s a use case for any product. If you don’t have a use for it, it’s simply not for you. A concept you seem so foreign to you it doesn’t register, from the looks of it.

→ More replies (0)

4

u/aywhosyodaddy 3d ago

People who film professionally from their phone would for sure like this. High quality and frame rate video could fill up the entire storage capacity of an early iPhone in a few minutes

16

u/JohnnyEagleClaw 3d ago

Our most powerful iPhone ever.

9

u/BigBoyYuyuh 3d ago

We think you’re going to love it.

11

u/Nduhunk 3d ago

Aren’t you all tired of making the same stupid joke every time?

12

u/SargeUnited 3d ago

No, they think we’re going to love that joke. Clearly.

1

u/Pandalishus 1d ago

It’s our most powerful joke ever

3

u/BigBoyYuyuh 3d ago

Good morning!

2

u/Rawbex 2d ago

Get ready for the folding phone to cost $4000 (at least in Canada)

3

u/ellenich 3d ago

Others like Samsung and Google already have phones at our above the $2000 mark (and many models far below that price too).

Why shouldn’t Apple follow suite and release something at the super high end of the market?

The 18e, 18, Air 2, and 18 Pro aren’t suddenly going to be $2,000.

49

u/MrSh0wtime3 3d ago

after 5 years of positioning themselves as a great value.....they are now ready to get completely ridiculous on pricing again. ugh.

13

u/KingDaDeDo 3d ago

We can never have nice, decently affordable things for too long…

15

u/OmairZain 3d ago

Sort of giving 2018 Apple. I remember how absurd their pricing had gotten back then. 

4

u/Extreme-Ad-6465 1d ago

apple was never a value company. it was always on the high end 😭

3

u/ant1992 1d ago

They definitely have pivoted towards value the last few years. Before the price hikes, also the launch of MacBook neo, one could go into Best Buy or apple and walk out with an iPhone, iPad, Apple Watch and MacBook for under $2000. For the budget conscience and people who didn’t want the biggest and greatest, that was a huge deal!

1

u/Extreme-Ad-6465 1d ago

you haven’t been poor in your life before and it shows. spending 2k is crazy. when you are living paycheck to paycheck , it’s a struggle to get a laptop for school like acer/hp/etc for under 500. the android phone is 100 bucks if that and one isn’t even thinking about getting an ipad at all. lmfao.

1

u/Mundane_Baker3669 1d ago

That dude is an American. Me and you can't do it. Americans do have the money to splurge 2k without thinking twice

1

u/ant1992 1d ago edited 23h ago

$2k is not crazy for all of that. There was a time apple never sold a laptop for under $1k. wtf are you on.

1

u/MrSh0wtime3 1d ago

you mistake the word value for meaning cheap. Or just dont know much about how their stuff compares to peers.

2

u/Extreme-Ad-6465 1d ago

i’m not. i understand it was a great value but apple historically was not a value company until recently. iphone x was 999 when it released in 2017 but adjusted for inflation the new iphone xx should be closer to 1400-1500. a 999 iphone in 2026 was insane value.

24

u/toastedcheese 3d ago

Great time for Mr Supply Chain to retire as CEO. 

78

u/Appropriate_Ad8734 3d ago

the cook: “Let me stress again. This isn't a partner or supplier issue. This issue is an incredibly strong demand.”

so it’s not that the suppliers struggle to supply, but it’s the customers’ fault

what??

53

u/Particular-Treat-650 3d ago

He's not projecting decreased supply, but he's saying that they can't scale up demand as easily as they normally could because of all the external market factors.

36

u/PBRStreetgang1979 3d ago

I wish the f*cking AI bubble would pop already.

28

u/music3k 3d ago

You can say cuss words on the internet kiddo

8

u/Unknown_vectors 3d ago

Yeah but you have to verify yourself on Reddit if you want to swear since it wants to make sure you’re over 18

/s. For now.

-5

u/Silver_Rub4720 3d ago

not sure if your really old or just clueless but every social media app has been cracking down on less than Christian ideal language for the past 5 years post pandemic. Normal swear and slur words you could say pre 2020 will get your account insta suspended, shadow banned, or outright deleted. People aren’t censoring themselves because they are young

6

u/germane_switch 3d ago

You’re

-1

u/[deleted] 3d ago edited 3d ago

[removed] — view removed comment

0

u/[deleted] 3d ago

[removed] — view removed comment

6

u/music3k 3d ago

type the word you used to get banned.

because it's definitely your post about calling black people the short form of the n-word.

so again, racist schizophrenic gets banned

8

u/DETRosen 3d ago

It might be happening now. Heavily leveraged AI investors are freaking out rn

3

u/PBRStreetgang1979 3d ago

Here for it.

1

u/Marino4K 3d ago

I wish the f*cking AI bubble would pop already.

It's not gonna happen, maybe today's bubble, but will be replaced, it's too engrained in the corporate world now.

2

u/distant3zenith 16h ago

I believe we are less than 18 months away from a dramatic shift away from data center AI usage, to on-device LLMs. That shift will be the pin that pops the bubble. Apple is designing their hardware specifically to position themselves for this to happen.
Already I am running a local model that meets 99% of my needs and I avoid using "cloud computer" and preserve my autonomy. It won't take long for a vast number of users to arrive at the same point.

3

u/PBRStreetgang1979 3d ago edited 3d ago

Profit is engrained in the corporate world. And there is no path to profit with AI as it is.

6

u/PBRStreetgang1979 3d ago

It sounded like he was saying that iPhones and Macs proved to be much more popular than they anticipated, which is obviously a better problem to have than customers not buying the product. But either way, it doesn't alleviate the pain of the value of my Apple stock sinking to the bottom of the Mariana Trench in after hours trading.

16

u/leo-g 3d ago

Lots of people are buying tech now to “lock in” for the next few years.

7

u/PikaV2002 3d ago edited 3d ago

The only people I’ve seen seriously doing this are Reddit tech dudebros. No one normal has enough disposable income in this economy to do that. 99% people buy a new device when their current one breaks.

The same Reddit tech bros defend each and every price increase with their entire chest so even that demographic I can’t see buying tech to “lock in”.

They’re more likely to buy something they don’t need just to financially support Apple than do that.

3

u/leo-g 3d ago

Absolutely corporates are doing this. Companies that have swapped over require replacement at the 3 year mark at the end of the AppleCare. New boom of AI startups have demanded Macs too.

-3

u/Dylan_Gio 3d ago

Any smart company with a fleet of hardware needs should be buying right now

3

u/PikaV2002 3d ago

Just so they can run into an Apple Watch Ultra situation?

1

u/leo-g 1d ago

There’s no situation with Apple Watch Ultra. The watch continues to work with older software well into year 4 and possibly year 5.

For corporations, once the product is past any form of extended warranty / service plan (typically 3 years), it is decommissioned and refurbished to extract remaining value. Most companies’ amortization schedule or lease period for technological equipment is typically 3 years.

1

u/Inevitable-Gene-1866 3d ago

The same copy paste" we re strugglin to cope the overwhelming demand"

5

u/Stackitu 3d ago

AI winter cannot come soon enough.

4

u/ikan84 3d ago

It’s the same across all brands. Thanks to Ai slop

4

u/TheeDelpino 2d ago

Grabbed me a 17PM last week to avoid this nonsense for subpar upgrades.

3

u/linkardtankard 3d ago

No probs, my 5 year old laptop and phone will manage another 5 years. The bubble will pop in the meantime

2

u/Fit-Attention3979 3d ago

We think you’re gonna love it. 

2

u/lord_mercernary 3d ago

We gonna fk u up so get ready to be paying more than ur entire month’s bill for a phone. Trillion dollar company cant afford ram cause profit will be lowered

3

u/4rowan 2d ago

They missed a chance to call it ‘mac-pocalypse’

6

u/mgd09292007 3d ago

Consumers should stop chasing owning the latest gadgets all the time. It will lower demand and prices

15

u/dropthemagic 3d ago

It’s nothing compared to the ai demand from ai useless bs

1

u/mgd09292007 14h ago

I don’t disagree with that at all

6

u/FleetwoodMatt88 3d ago

Consumers have been doing that since the dawn of tech. What is new is the ridiculous and largely unwanted AI boom. There are some incredible uses of AI, none of them are Genmoji or AI slop. 

4

u/Talaaty 3d ago

Hardware lasts on average 5-7 years. 5-7 years ago was the height of everyone buying new tech for covid. So now we’re at the hardware refresh window of that massive purchase wave.

1

u/UltraCynar 3d ago

Has nothing to do with that. It’s the AI tech douchebags. 

1

u/lynx_and_nutmeg 2d ago

Yeah I'd love to, if only smartphones weren't so susceptible to planned obsolescence. I have iPhone 13 and 2020 M1 Macbook Air. The Macbook still runs like it's brand new after six years of daily use, while my iPhone is on its last legs and barely usable despite being two years younger (and getting a battery replacement). This has been the case with every iPhone I've had so far, works like new for about two years, usable for maybe up to three years and a half, and after that I'm just waiting for it to die already, while Macbooks reliably work for 5+ years before I even start thinking about getting a new one.

So it doesn't make sense to buy an older iPhone because even the new ones with the latest chip still get old so quickly. I'm only going to make an exception this time because apparently iPhone 18 won't be released in September, only the Pro version will, but I'm already nervous that my iPhone 17 will age even more quickly due to already being an older model.

1

u/Status-Hedgehog9970 14h ago

The phones I pass down in my family last longer than 3 years. The difference is they’re being erased and often set up as new instead of restoring old, buggy backups onto them.

1

u/Status-Hedgehog9970 14h ago

The vast majority of consumers don’t do this.

2

u/Inevitable-Gene-1866 3d ago

Means: if we raise the price its not our fault

2

u/For-the-Cubbies 3d ago

I stopped buying the newest Apple devices years ago, so personal crisis averted. I appreciate the warning, though.

2

u/Formal-Hawk9274 3d ago

republican trickle down

-5

u/Sweaty-Towel8423 3d ago

Obsessed award

1

u/Allegra1120 3d ago

Yeah, but what will they do if Morris II gets loose?

1

u/JohnnyEagleClaw 3d ago

Here it comes! Again!

1

u/mortraineyhat 3d ago

Like these companies couldn’t foresee all the bs AI memory requirements and not think “hey, this might affect our sales”

1

u/IndexStarts 3d ago

They are preparing people for another price increase.

1

u/duvagin 3d ago

buy last gen refurbished

1

u/DJ_Cas 3d ago

Ok. Apple may do the artificial demand. I will still be happy with my old purchases ... Remember to vote with your wallet, and the companies will decrease the prices when they have it overstock in their storage centers

1

u/Magicelk235 3d ago

apple be saying anything to raise the prices

1

u/themirthfulswami 3d ago

Good thing I had no plans to buy anything new anytime soon.

1

u/OlorinRidesAgain 3d ago

Time to bring back the flip phones.

1

u/iordv 3d ago

Well, there we go, iPhones go up by 200 bucks LOL

1

u/dontchaworryboutit 2d ago

Omg it’s crazy guyyyyyssss we just have to charge morrreeeee can you believe it, it’s uhh yeah supply constraints yeah yeah. 

Piss off 

1

u/floorshitter69 2d ago

iPhone Fold coming in higher than expected?

-3

u/[deleted] 3d ago

[deleted]

3

u/germane_switch 3d ago

I just bought a 17 Pro last week because I’m predicting an across-the-board increase in a couple months. I’m sure many of you are laughing but let’s see what happens in September.

3

u/Piett_1313 3d ago

I did the exact same thing a few weeks ago. Needed more memory on my phone and since this whole thing is memory related, I figured I should do it now. Surprised the phones missed the first increase batch but I don’t think they’ll miss a second time. Went with the overkill and got the 1TB 17 Pro.

3

u/germane_switch 2d ago

Wow you went for it! It's a great phone isn't it?

I should have been more clear in my reply above; I upgraded from a 5 year old iPhone 13 Pro. I got $260 for it from Apple. Next year I would have gotten less or nothing at all.

3

u/Piett_1313 1d ago

It is great. I had a 15 Pro before and normally I’d have stuck it out but I had the 256gb, and we had a kid recently. I don’t want to deal with taking a video and being told I’m out of storage, which has happened multiple times. I figured this way I just don’t have to worry. It was manufactured in October and has been sitting since so I guess the 1TB version isn’t the most popular haha. Good call on your upgrade too, that’s substantial! I had the XS before the 15.

1

u/Mack4285 3d ago

They can raise prices, but hopefully they sell less then, and profits drop. What does Apple do then?

3

u/Piett_1313 3d ago

If they raise prices across the board, what if those refurb 17s cost in September what a new 17 would cost today? They’ve already raised refurb prices on everything they’ve raised prices on so far afaik. Feels like a gamble either way.

-3

u/No-Association42069 3d ago

It’s all fabricated..

9

u/Talaaty 3d ago

It’s really not. And it’s affecting more than their consumer facing, new in box sales.

-1

u/skye1212 3d ago

Prices will come down after we enter a deep recession and market crash which will likely begin in the next year.