The highly anticipated iPhone 17, expected to launch in less than five months, is facing potential supply chain disruptions. Apple is reportedly struggling to secure sufficient quantities of a critical component, impacting its ability to meet anticipated demand. This component shortage could lead to a delayed or limited launch for the new iPhone.
This crucial component is low thermal expansion coefficient (low-CTE) fiberglass cloth, essential for thermal management within the tightly packed iPhone chassis. Effective heat dissipation is crucial for optimal performance and longevity. Without low-CTE fiberglass cloth, heat buildup could potentially impact other components, leading to performance issues and reduced battery life.
Render of iPhone 17 Pro Max.
According to reports, Apple CEO Tim Cook is deeply concerned about the shortage and is actively working with suppliers to resolve the issue. Grace Fabric Technology, Apple’s primary supplier and the world’s largest producer of ultra-thin low-CTE fiberglass cloth, is one of only two companies capable of mass-producing this essential material. Jon Prosser / MacRumors
This potential supply chain disruption adds to Apple’s existing challenges, including the ongoing Siri delay and the possibility of increased iPhone prices due to tariffs and rising production costs. It remains unclear whether Apple will absorb these rising costs or pass them onto consumers. Reportedly, Apple is “extremely anxious” about the situation. Last year witnessed a surge in used iPhone sales, and a potential iPhone 17 launch delay coupled with higher prices could further influence consumer purchasing decisions, even among loyal Apple customers.
The iPhone 17 launch is shaping up to be a complex one. With several hurdles to overcome, Apple faces a significant challenge in meeting consumer expectations for its latest flagship device.
