---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000826321.md"
description: "Cook adds helpful color about why supply constraints will be more significant in September. Cook says iPhone 22% and Mac 29% growth in June was much better than expected so they pulled supply forward into June from September "and will have one quarter that they will be scrambling for supply".My take: I believe Cooks take. While the Street was modeling for iPhone (half of revenue) to grew at 21% in June, the company guided for closer to 17%, and 22% reported is higher than 17%. As for the Mac (~10% of revenue) definitely was better than the 8% they expected, finishing up 29%.Source: Gene Munster"
datetime: "2026-07-30T23:46:49.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000826321.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000826321.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000826321.md)
author: "[Gene Munster](https://longbridge.com/en/profiles/21804449.md)"
generator: "portal-rs"
---

# Cook adds helpful color about why supply constrain…


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**