![]() (Foreign exchange was repeatedly mentioned in Apple’s remarks because the extremely strong dollar makes Apple products that much more expensive in other parts of the world.) Apple says it was largely due to supply constraints and difficulty with foreign-exchange rates. I’m not saying that there’s not one, I’m saying that the data doesn’t show it.” That Mac number could’ve been much worseĪfter a series of all-time record quarters for the Mac, Mac sales tumbled 10 percent versus the year-ago quarter. Or, as Cook put it, “From an aggregate point of view, looking at it worldwide, looking at the data on iPhone for the June quarter, there’s not obvious evidence in there that there’s a macroeconomic headwind. Cook cited a quarterly record for iPhone buyers who were switching from Android and called out strong sales in developing markets such as Indonesia, Vietnam, and India.Įssentially, the iPhone behaved as if there was nothing bad going on in the world. Sales were up by just a little, but given everything else, that’s a victory. All in all, Cook said, Apple should be less constrained in the coming quarter than it was in this last one.Īnd before we turn our attention to other matters, let’s take a moment to appreciate how the iPhone–the heart and soul of Apple’s business–just keeps motoring along. (If you tried to buy a new Mac in the last three months and had to wait a while for your order to arrive, you may not be surprised by this.) Apple thinks that these constraints will ease in the coming months–though you never can tell with COVID!–but that an ongoing shortage of silicon parts will continue. The Mac was especially hard hit since the affected factories included almost everywhere that Macs are assembled. Sales of the iPhone seem to overcome any obstacle that pops up.Ĭook said that most of the supply constraints last quarter were due to factory shutdowns in China due to COVID outbreaks.
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