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Apple’s record Mac sales face rising memory costs and supply limits
Apple says it sold more Macs in fiscal 2026 than in any previous year, but rising memory prices and supply limits could slow that momentum. Chief executive John Ternus said memory costs are rising at an unprecedented rate, while Apple expects constraints on Mac and iPad supplies in the December quarter as demand exceeds expectations.
Mac revenue reached $10.8 billion in the September quarter, up 24 per cent year on year, after rising nearly 29 per cent in June. Apple’s gross margin is forecast to fall from 47.9 per cent to between 45 and 46 per cent in December, largely due to memory costs; the company also raised hardware prices and increased manufacturing purchase commitments by $33 billion between June and September. Overall September-quarter revenue was $114.5 billion, up 12 per cent, and Apple forecasts December-quarter growth of 7 to 10 per cent.
In short
- Apple recorded its highest-ever annual Mac sales.
- Memory costs are squeezing margins and limiting Mac and iPad supplies.
- Apple forecasts December-quarter revenue growth of 7 to 10 per cent.
Steelman: both sides, in good faith
The strongest fair case each way — we don't pick a winner.
The case for
Apple’s record Mac sales suggest strong demand, and supply constraints may reflect the company’s success rather than a weakening market. Higher memory costs and larger manufacturing commitments could be sensible investments to meet that demand and sustain growth, while price increases may help protect margins.
The case against
Rising memory prices and supply limits could make it harder for Apple to maintain momentum, even after a record year. Lower forecast margins, higher hardware prices and increased purchase commitments may put pressure on profitability and customers, while constrained Mac and iPad supplies could leave demand unmet.
Explained simply
Apple makes Macs and iPads, alongside its iPhone and other devices. Mac sales have been growing, and the company says its annual Mac sales reached a record in fiscal 2026.
Memory chips are used to store data and help devices run; they are a key part of computers and tablets. Apple buys components and arranges manufacturing in advance, so changes in component prices or availability can affect how many devices it can make and how much it earns.
The issue matters because Macs are a substantial part of Apple’s hardware business, while the company also sells iPads and other products. Rising costs and limited supplies can affect prices, availability and profit margins across those products.
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Originally published by The Register as “Apple’s Mac business is booming, but the memory market has other plans”.