The iPhone might see delivery delays if lockdowns in China persist, but Apple is reportedly negotiating to resume work in affected regions.
Assessing the lockdown situation in China,The prolonged lockdowns force assemblers to shut down productions and make closed-loop arrangements harder to support. The lockdowns have jammed highways and ports, the report notes. Moreover, countless factories are awaiting approval from the government to reopen. In turn, the disruptions impact global supply chains.says the final impact on Apple’s supply chain is uncertain, as it’s unclear how long the lockdowns will persist.
I'm not sure if Apple can succeed, but it may explain why Apple supply chain has not seen significant order cuts after the COVID lockdowns. In addition, the aggressive negotiation for the resumption of work also represents most Apple products have strong demand now.
Kuo added that it’s unclear whether Apple can succeed. But the negotiations might explain why the Apple supply chain hasn’t seen significant order cuts after the new COVID-19 lockdowns. Moreover, the analyst said that the aggressive negotiations concern the Apple products that see strong demand right now.
Conversely, the delivery time of high-end MacBook Pros that have been in good demand since launch has roughly increased by 3-5 weeks after the China lockdown.Earlier this week, Kuo said that Apple is more likely to deal with MacBook delivery delays than iPhone. That’s because Quanta manufactures most of Apple’s laptops.
On the iPhone side of the business, Foxconn can keep up production and make up for some of the lost Pegatron orders, Kuo also
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