Apple has put good and bad news about iPhone from him income call Thursday: On the one hand, CEO Tim Cook revealed that the company had record sales of $85.3 billion for its last quarter, driven by iPhone 17 and iPhone Air lineups.

On the other hand, Cook said, Apple is leaving money on the table because it can’t meet all the demand for iPhones because of constraints on the chips it needs to make the phones.

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Cook called the demand for the new iPhones “shocking,” but admitted that the world’s largest technology company faces the same supply-chain constraints faced by other technology companies around the world, which is partly due to a large increase in memory prices due to shortages and the use of some of these components in AI companies.

Apple also has trouble finding enough manufacturing capacity for the A and M systems-on-a-chip, which are made by TSMC and Apple, respectively.

RAM prices for computers and telephones THERE increased significantly last year, because the need for AI technology has moved some of the components of data centers. There is an expectation that increases in memory prices and shortages of these components may lead to higher prices. for computers and for smartphones. There is no indication yet that Apple will raise the prices of iPhones due to the shortages, but it is a possibility.

What does this mean for iPhone customers?

So far, there are no reports of widespread iPhone defects, at least not yet.

One way Apple plans to deal with the huge demand that comes with the annual iPhone launch, according to reports, is to stagger the release of certain iPhone modelsrolling them at least every six months, starting in the future iPhone 18 generation, or maybe even earlier.

That idea is reinforced by a new one report from Nikkei Asia suggesting that Apple could release a new one foldable phone later this year, as well as advanced iPhone 18 models, while pushing it basic iPhone 18 until 2027 release.

A representative for Apple did not immediately respond to a request for comment.