Apple "processor supply constrained"?

By: Meret (mer.delete@this.oppoh.com), May 1, 2019 2:07 am
Room: Moderated Discussions
Apple's Tim Cook at yesterdays earnings call:

"For our Mac business overall, we faced some processor constraints in the March quarter, leading to a 5 percent revenue decline compared to last year. But we believe that our Mac revenue would have been up compared to last year without those constraints, and don’t believe this challenge will have a significant impact on our Q3 results."

"Revenue was $5.5 billion compared to $5.8 billion a year ago, with the decline driven primarily by processor constraints on certain popular models"

https://www.fool.com/earnings/call-transcripts/2019/04/30/apple-inc-aapl-q2-2019-earnings-call-transcript.aspx

What is he saying and what is he signalling here? Not enough Amber Lakes to satisfy demand? Other models affected? Shaming Intel?
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TopicPosted ByDate
Apple "processor supply constrained"?Meret2019/05/01 02:07 AM
  Apple "processor supply constrained"?Michael S2019/05/01 05:14 AM
  Apple "processor supply constrained"?Dummond D. Slow2019/05/01 08:33 AM
    Apple "processor supply constrained"?Groo2019/05/01 08:54 AM
  Apple "processor supply constrained"?wumpus2019/05/01 08:37 AM
    Apple "processor supply constrained"?Kevin Getting2019/05/02 10:29 AM
  Apple "processor supply constrained"?Doug S2019/05/01 12:25 PM
    Apple "processor supply constrained"?Maynard Handley2019/05/01 03:55 PM
    not all PC OEMs are equalMichael S2019/05/02 02:12 AM
      not all PC OEMs are equalDoug S2019/05/02 10:23 AM
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