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The anticipated launch of the iPhone 17 is just around the corner, occurring in less than five months. However, Apple is facing some challenges with its initial stock preparations. Prior to rolling out a new model—particularly one expected to sell out rapidly—companies typically ensure there’s enough inventory to meet anticipated demand. Unfortunately, a scarcity of a crucial component is hindering Apple’s ability to produce the iPhone 17 at the necessary pace.
The component causing the delay is low thermal expansion coefficient (low-CTE) fiberglass cloth. This material plays a vital role in heat management. Within the compact confines of an iPhone’s chassis, heat cannot dissipate easily, which can lead to dangerous temperature rises impacting other components. While such heat buildup usually won’t completely break the device, it may shorten its lifespan, lead to performance issues, and significantly affect battery life.
An insider source revealed that Apple is actively seeking assistance from its supply chain partners to resolve this issue. Tim Cook is reportedly feeling quite anxious about the situation. Grace Fabric Technology, Apple’s main supplier for this particular material, is the largest in the world and one of just two manufacturers capable of mass-producing ultra-thin low-CTE fiberglass cloth.
The iPhone 17 appears to be on track for a troubled launch. Apple is already grappling with a delay in Siri’s release and potential price hikes stemming from tariffs. Additionally, production costs continue to rise, leaving it uncertain whether Apple will absorb these increases or pass them on to consumers. The previous year saw a rise in sales of pre-owned iPhones; if the iPhone 17 series launches late at higher prices, even loyal Apple enthusiasts might reconsider their purchase.
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