> They sell hundreds of millions of devices each year. A problem I haven’t seen discussed much — could Apple’s suppliers actually deliver enough parts for new phones and spare parts?

Since they already sell hundreds of millions of devices a year, I'd say yes.

Do you think that if demand for whole devices increased worldwide, Apple wouldn't be able to fulfill it?

Well, the incentives are not that great - since the alternative is to sell a whole new phone and noone can use the old one.

> Do you think that if demand for whole devices increased worldwide, Apple wouldn't be able to fulfill it?

They aren’t able, as the current situation is living proof from that. Note the ongoing chip/semiconductor crisis.

Sure, but this is recent and temporary, and caused in large part by a once-in-a-century pandemic.

It is not pandemic alone, otherwise we would have supply already. This problem has developed for years already[1].

And what about pandemic, because of it, supply chains were surprised with the demand of elecronics. So, they could not respond for the demand. And Apple would have had a limit anyway for chip manufacturing based on this.

[1] : https://www.bbc.com/news/business-58230388