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    The global shortage of chipsets also affected Apple
    8 Days, 10 Hours ago


    Tags:  Statistics  -  Apple

    For the past year, we have seen a serious shortage of semiconductor chips and consequently a challenge in the production of electronic products. There are several reasons for this shortcoming, including the declining options of semiconductor companies to outsource chip production, as well as erroneous estimates in demand forecasting during the Corona epidemic. Following the expansion of COVID-19 and the resulting housing, electronic products became the only source of entertainment for people around the world, and this greatly increased the demand for IT products. In addition to the production of smartphones, the lack of chipsets has also affected the production of light and heavy vehicles, and has also limited the production of PS5 consoles and game graphics cards.

     The global shortage of chipsets also affected Apple

    You might think that a big company like Apple would not be harmed by this chip shortage, but according to a recent report by According to the Nikkei Asia Institute, the global shortage of these parts has delayed the production of some MacBook and iPad models, and this shows that even a large company like Apple - which has a high capacity to supply parts - has not been immune to this unprecedented challenge.

    One of the most important steps in producing a MacBook is mounting the parts on the printed circuit boards (before final assembly). But according to some informed sources, the lack of chipset has delayed this step. Also, the assembly of some iPad models has been delayed due to the lack of a display and related components. According to Bloomberg, the production of the new generation iPad Pro has problems due to lack of parts. Also, the manufacturers of the new display called Mini LED - which is needed to make the 12.9-inch model of this iPad - have encountered problems in the production of this part and apparently one of the manufacturers of this display has stopped its production.

    https://mobiletony.com The global shortage of chipsets also affected Apple

    According to Bloomberg expert Mark Gurman With all that said, the new iPad Pro series is expected to be introduced in late April. Of course, it is possible that the release of the larger model will happen a little later. The smaller model apparently does not use a Mini LED display, but the improvements to this model include a faster processor, an upgraded USB-C port, and better cameras.

    However, it is certain that As a result of delays in the production of some MacBook and iPad models, Apple has postponed a number of parts orders for the two devices from the first half of the year to the second half. Experts believe that the delay in the production of some MacBook and iPad models indicates that the issue of chipset shortages is very serious and its impact on smaller companies can be more severe.

    Apple's expertise in managing one of the most complex supply chains, as well as the speed with which suppliers are hired, is obvious to everyone. This has helped Apple cope with a global shortage of parts - which has put pressure on automakers and electronics makers for centuries. Although Apple has struggled to get the parts it needs for the devices, the lack of a chip has not yet made it difficult to produce any of Apple's iPhones. It is also true that the supply of parts is one of Apple's current problems, but this problem has not yet been able to affect the supply of the company's products to customers.

    It's not just Apple that is under pressure from a shortage of parts. Samsung (Apple's main competitor), the world's largest smartphone maker, recently announced that a shortage of chipsets could be a problem for the Korean company in the second quarter of this year. However, according to Samsung, the company has formed groups that work 24 hours a day to solve this problem.

    https://mobiletony.com The global shortage of chipsets also affected Apple

    According to Peter Hanbury , From Bain & Co's partners, large companies such as Apple, Samsung and HP, have high influence with parts suppliers, which makes their orders a priority when production capacity is limited. But in the current situation where the demand for some electronic products is higher than the total available capacity, the same large and reputable companies (such as parts suppliers) are also facing challenges in increasing their production capacity. Apple sells about 200 million iPhones, more than 20 million MacBooks, 19 million iPads and more than 70 million pairs of AirPods annually. All the mentioned products in their category are ranked 1st to 5th in the world. In 2020, Apple ranked fourth after Lenovo, HP and Dell with 7.6% of the global laptop market. In terms of tablets, Apple topped the list, with IDC reporting 32.5 percent of the market last year, followed by Samsung, Huawei, Lenovo and Amazon, respectively.

    According to Wallace Gou, CEO of Silicon Motion (supplier of NAND flash memory for Samsung and other manufacturers), there is no real end to this shortcoming and things may get worse in the future. By the end of the second quarter, with the depletion of parts in some smaller companies, these companies may have difficulty in producing their products and will inevitably reduce their production capacity.

    The home-based economy (due to the expansion of the corona) has continued to flourish this year, and as a result, the demand for PCs will remain strong. According to IDC, the global PC market grew by 13% in 2020 and is projected to grow by more than 18% this year.

    The United States, Japan, and Germany have called on Taiwan and South Korea (the two major hubs of chip manufacturing) to prioritize chip manufacturing for the automotive industry to ultimately help the global economy. It should be noted, however, that this, in turn, will put more pressure on the production of chips for computer and consumer electronics products.

    Source: Nikkei Asia





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