What you need to know Apple CFO Luca Maestri says supply constraints will impact the iPhone and iPad in the September quarter. Tim Cook declined to speculate if the issue could extend into the December quarter. Apple says that the supply constraints the technology industry is experiencing could primarily affect the iPhone and iPad in the September quarter. While talking about what Apple expects for its September quarter during the Q3 earnings call, Apple CFO Luca Maestri revealed that the company expects supply constraints to worsen and have a potentially material impact on iPhone and iPad production. We expect very strong double digit year over year revenue growth during the September quarter. We expect revenue growth to be lower than our June quarter, year over year growth of 36 percent for three reasons. First, we expect the foreign exchange impact on our year over year growth rate to be three points less favorable than it was during the June quarter. Second, we expect our services growth rate to return to a more typical level. The growth rate during the June quarter benefited from a favorable compare.