Major iPhone manufacturer Pegatron, Mac manufacturer Quanta, and iPad maker Compal suspend factory operations near Shanghai amid strict COVID-19 measures
Nikkei Asia
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Discussion
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@mingchikuo
@mingchikuo
on x
(1/4) China's COVID-19 lockdown is starting to affect iPhone assembly. Pegatron, the 2nd largest iPhone EMS, has already halted assembly in Shanghai & Kunshan. In the best-case scenario, complete resumption of production may not be possible until late April or early May. https://…
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@mingchikuo
@mingchikuo
on x
(2/2) Quanta is almost the sole EMS supplier for MacBook, so among Apple's main products, MacBook has been the most affected amid China lockdowns due to Quanta's halted production.
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@bencsin
Ben
on x
It seems to be affecting Macbook assembly too. My MacBook Pro order, which I placed on Feb 13, has just been delayed *again* to May (it was originally late March then early April). I talked to someone at apple was told it's due to Covid lockdowns. https://twitter.com/... https://…
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@mingchikuo
@mingchikuo
on x
(1/2) Foxconn at least can partially support iPhone and iPad supply to lower the impacts of discontinued operations at Pegatron and Compal. https://asia.nikkei.com/...
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@vadimyuryev
Vadim Yuryev
on x
If things like this persist, Apple's 2022 guidance that they release at earnings this month will be nasty. https://twitter.com/...
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@mingchikuo
@mingchikuo
on x
(4/4) However, the longer the lockdown lasts, the further effect on consumer confidence would likely raise and would probably be detrimental to the shipments of consumer electronics (including Apple's products) in 2H22.
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@mingchikuo
@mingchikuo
on x
(3/4) Although it's hard to predict future lockdown changes, Apple has the best supply chain management capabilities and a good relationship with the Chinese government, so I think Apple can minimize the impact of a lockdown on supply.
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@chengtingfang
Cheng Ting-Fang
on x
Key #iPhone, MacBook, iPad suppliers have to halt production for the time being, in a latest sign that lockdowns in #Shanghai, Kunshan areas in China start to bite US tech giants of Apple, Dell, HP, others @NikkeiAsia https://asia.nikkei.com/...