“If you look forward to June, the majority of our supply constraints will be on several Mac models,” Cook said. “We think looking forward that the Mac Mini and the Mac Studio may take several months to reach supply-demand balance.” He added that both devices saw “higher-than-expected demand” as well, with many people buying up the device to use with AI agents like OpenClaw.
The global memory shortage poses challenges for Apple as well, as Cook said that the company expects “significantly higher memory costs” going forward, which could have an “increasing impact” on Apple’s business.