… Cook said iPhone 17 demand “was off the charts”. He said supply of advanced processor nodes is constrained and “there’s just a little less flexibility in the supply chain at the moment” in terms of getting more parts available. …
… Subsequently, TrendForce has revised its 2026 full-year shipment forecast downward from -9.2% to -14.8% YoY amid expectations of deteriorating end-market demand and rising supply chain costs, reflecting a deeper industry correction. Two main factors drove the downward revision. …
… A report back in February said that China was deliberately hampering iPhone production in India in three different ways . The report says Ternus will have to make supply-chain decisions that will impact the company for many years ahead. …
… According to the analyst, supply chain checks suggest the project was cancelled due to low yield. …