Tim Cook says supply shortages will likely impact the Mac and iPad lineups in Q3 due to “legacy node” chip production that uses older manufacturing methods
Apple just reported record earnings for Q2 2021, but the company is also warning of supply shortages affecting the Mac and iPad lineups.
9to5Mac Chance Miller
Related Coverage
- UK Retailer John Lewis Lists iPad Pro and iMac Launch Date as May 21 MacRumors
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- Apple Expecting iPad and Mac Supply Shortages in Second Half of 2021 MacRumors
- View article CNBC
- iPad and Mac growth continue unabated in Q2 2021 AppleInsider
- Apple says 50% of Mac and iPad buyers during Q2 were new to the devices 9to5Mac
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- Apple Warns Of iPad And Mac Shortages In Second Half Of 2021 Ubergizmo
- View article Mashable
- Apple Finally Feels the Effects of the Global Chip Shortage Bloomberg
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- Apple's Mac is back with record sales — but how long can that last? MarketWatch
- Apple CEO Cook: Surge In Mac Demand ‘Fueled’ By M1 Chip CRN
- Chip shortages for iPads and Macs may cool Apple's hot streak CNBC
- The Mac is back — and the M1 chip gets the credit Tom's Guide
- Half of all iPad and Mac sales in the second fiscal quarter of 2021 came from new customers iDownloadBlog.com
- Apple warns of supply shortages for Mac and iPad later in 2021 Pocket-lint
- iPad Pro 2021 and new iMac may have limited stock this year TechRadar
Discussion
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@stephennellis
Stephen Nellis
on x
.$AAPL CEO Tim Cook says Apple chip shortages are centered on “legacy nodes.” Those are the same older-technology chip factories hobbling the automotive industry, including slashing Ford $F production in half. Read @benklayman for the Ford story - https://www.reuters.com/...
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@munster_gene
Gene Munster
on x
2) While that's bad news in the near term, the good news is Mac and iPad will eventually regain supply, and should benefit for years as businesses and students equip for the hybrid status quo.
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@munster_gene
Gene Munster
on x
1) We're working on our Apple model and factoring in Cook's comment to expect a $3-4B supply constraint headwind to Mac and iPad in June. Looks like we'll be lowering our numbers in those segments by about 15%.
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@stevesi
Steven Sinofsky
on x
Apple: Mac revenue: $9.1B, +70.1% YoY iPad revenue: $7.8B, +78.9% YoY Insane. Biggest Mac quarter ever. It shows just how loyal/strong the customer base is in the desire to move to M1. And this quarter has the new iMac. And M1 iPad...
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@neilcybart
Neil Cybart
on x
Half of people buying iPads and Macs are new to the product categories. It's been that way for a while now and it's still a shocking statistic.
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@greengart
Avi Greengart
on x
@BenBajarin @Bajarin @AAPLTree So Apple was able to secure all the 5nm it might need for its SoC because it bought up all the supply well in advance, but can't get enough disk controllers or display drivers etc. due to cross-industry demand?