• - A global shortage of parts has forced Apple to cut production of the iPhone 13, Bloomberg reports

    A global shortage of parts has forced Apple to cut production of the iPhone 13, Bloomberg reports
    11 Days, 17 Hours ago

    Tags:  Apple-iPhone-13  -  Apple

    For more than a year, the smartphone industry has been facing a shortage of parts. This was initially thought to be a cross-cutting situation, but according to Counterpoint, the crisis is not over and the shortage of parts is expected to lead to a drop in production in the second half of 2021. You might think that this crisis will not have much effect on the activities of large companies, but the truth is that this crisis is so serious that even 6 months ago, even Apple acknowledged that the production of some MacBook and iPad models has been delayed. Of course, the problems seem to go beyond that, because according to a recent Bloomberg report, this time the production of the iPhone 13 has also been significantly affected by the current situation.

     A global shortage of parts has forced Apple to cut production of the iPhone 13, Bloomberg reports

    According to intelligence sources who did not want to be named, Apple initially produced 90 million units of The iPhone 13 family had planned for the last quarter of this year, but apparently the production capacity of this product - due to lack of parts - has decreased by about 11% (ie 10 million iPhones) and thus is projected to reach 80 million by the end of 2021. The device will be produced in iPhone 13 series. The A15 Bionic chip (used in the iPhone 13 and iPhone 13 Pro and their mini and Max counterparts) is made by TSMC and at least to date there has been no problem in supplying this part, but rumors suggest that Apple's main problem in supplying parts Required by Broadcom and Texas Instruments.

    Apple is one of the largest buyers of chips in the world and is so influential in this field that it can adjust the movement of the global electronics supply chain. But despite its high purchasing power, Apple is struggling with the same problem that has plagued the smartphone industry for months. Apple CEO Tim Cook recently warned of the impact of a shortage of parts on Apple's business, saying he and his group would do their best to adjust the situation, but whether Apple wanted it or not. Don't be unlucky. Major chip makers have warned that demand is likely to continue to outpace supply until next year and beyond.

     A global shortage of parts has forced Apple to cut production of the iPhone 13, Bloomberg reports

    Following the release of this news by Bloomberg, the value of Apple shares fell by 1.6 Percent fell to $ 139.27. The same thing happened with Texas Instruments and Broadcom. Apple supplies display parts for its devices from Texas Instruments. One of the key components that has played a key role in the production of the iPhone 13 (and Texas Instruments is currently struggling to provide it) is the chip associated with the phone's OLED display. Broadcom is also Apple's longtime partner in the supply of wireless components.

    Has also been affected. Sales of the iPhone 13 Pro and iPhone 13 Pro Max began in September, but orders will apparently not be delivered from Apple's website for almost a month. Also, in many Apple retailers, these devices are in the "currently non-existent" state. Apple's operating partners are facing similar delays in launching the iPhone.

    Current orders are expected to reach customers in mid-November, so Apple can still deliver new iPhones to consumers on time for the final season (which coincides with the New Year holidays). Not to mention that the final quarter of 2021 is expected to be Apple's biggest sales in a single season, with revenue of about $ 120 billion. If this forecast is correct, Apple's revenue in the last quarter of this year will grow by 7% compared to the same period last year, and will even exceed the total annual revenue of Apple a decade ago.

    Apple's problems in sourcing the parts needed for its most strategic product show that even the king of the tech world is not immune to the global shortage of parts (exacerbated by the Corona outbreak). We should not forget that this shortcoming, in addition to the iPhone, has overshadowed the release of the Apple Watch 7 Series and other Apple products.

     A global shortage of parts has forced Apple to cut production of the iPhone 13, Bloomberg reports

    Broadcom's manufacturer has no factory (or so-called fabless) It is done like TSMC. The situation is better at Texas Instruments, and some of the company's chips are made in its own factories (although some Texas Instruments products are also manufactured by foreign manufacturers). This means that the two companies are part of a growing struggle to secure production capacity at TSMC and other similar companies.

    Apple is a direct customer of TSMC and, to be more precise, the Taiwanese company's largest customer. Apple relied on TSMC to build its Series A processors, and apparently a global shortage of components did not affect the supply of these chips. Another point is that due to the good relationship between Apple and TSMC, despite a 20% increase in chip prices, TSMC increased the price of chips sold to Apple by only 3%. Contrary to IDC forecasts that the semiconductor component market will grow in 2021, according to Bloomberg, there are signs that things will get worse in the future. According to a report by Bloomberg, quoting the Susquehanna Financial Group, the time lag between placing an order to buy a semiconductor part and receiving it - known in the industry as lead times - has increased for the ninth consecutive month, reaching 21.7 in September. The week has arrived (compare with about 12 weeks in the same period last year).

    In order to unravel the confusing part of the parts supply chain, the US Department of Commerce has asked the chip makers to help by answering a series of questionnaires by November 8 (November 17), but this effort The ministry has faced resistance from lawmakers and executives in Korea and Taiwan.

    Many countries, including the United States, China and Japan, intend to become self-sufficient in chip manufacturing. US Secretary of Commerce Gina Raimondo tweeted last week that she had proposed a $ 52 billion plan to support chip manufacturing in the United States. Of course, the United States has prevented the localization of this industry in China with some sabotage; SMICs in China sought to import a $ 150 million EUV lithography device (made by the Dutch company ASML), but the US government did not allow the Dutch company to export the device. The Prime Minister of Japan, Fumio Kishida, has also announced that he is looking to build the necessary infrastructure to make chips in his country.

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