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Apple’s supply chain and its efficiency may be the envy of the world, but even it is being constrained thanks to a sole supplier seeing increasing demand from AI companies.
Future iPhones could see supply constraints thanks to increasing industry-wide component demands
One of the most important successes of CEO Tim Cook is Apple’s supply chain, but some components that meet Apple’s quality standards are still hard to get. Its strength was exhibited by Apple’s resilience through COVID and recent tariffs, but there are still weak points.
According to a report from Nikkei Asia, a sole supplier of high-quality glass cloth used in printed circuit boards (PCBs), Nitto Boseki, has seen increased demand that has become unsustainable. Production capacity is being increased, but that won’t take effect until late 2027, so there’s nothing Nitto Boseki can do in the meantime.
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