Haitong International Securities analyst Jeffy Pu has provided more insight into the iPhone 14’s production delay and revealed that the production of the 6.7-inch iPhone 14 Max has been the worse affected by the lockdown in China.
A supply chain report from earlier in the week claimed that iPhone 14’s production was running behind schedule.
Apple is reportedly looking to expand the production of its devices outside China due to its strict anti-Covid policy.
The Chinese government’s uncompromising zero-covid policy has affected the manufacturing of Apple devices, with shipping times slipping to July for some products.
Apple will increase the number of countries where it does an important phase in developing products, according to a industry analyst. Currently, its R&D-oriented New Product Introduction (NPI) sites are in China, but the company plans to build NPI offices in other places as well.
Recent COVID shutdowns — which have disrupted several recent products — are supposedly the reason for the change.
Analysts note that new COVID-19 lockdowns in China are hitting Apple’s supply chain hard. And the pain will likely worsen, with production falling behind by up to 10 million iPhones.
And this is not just about iPhones. Authorities have halted production at three key suppliers for iPhone, iPad and Mac assembly. Meanwhile, Apple is negotiating to reopen production lines, though success could be hard to come by, according to one analyst Friday.
This follows recent news of assembly and shipping delays on built-to-order MacBook Pro models.
Foxconn, Apple’s largest manufacturing partner, was this weekend forced to close one its biggest plants due to a citywide lockdown. Another COVID-19 outbreak has put all of Shenzhen, China, out of action until March 20 at the earliest.
The city, home to 17.5 million people, houses the Longhua Science & Technology Park — sometimes dubbed “Foxconn City” — which features 15 factories, worker dormitories, grocery stores, restaurants, and more.
Xiaomi is in “a war of life and death” with iPhone, according to the company’s CEO, and the only way it’s going to regain its position as the top smartphone-maker in China is by matching Apple’s “product and experience.”
The Chinese company was once famous for taking a little too much inspiration from Apple and rolling out copycat products. It has (mostly) moved away from that in recent years, and it hasn’t helped its market share.
Apple CEO Tim Cook “secretly” struck a deal with China in which he agreed to invest around $275 billion of Apple’s money to boost the country’s economy and “technological prowess,” according to a new report.
The five-year agreement was allegedly made during a series of visits Cook made to China in 2016 amid growing regulatory hostilities toward Cupertino. Since then, Apple has become China’s biggest smartphone brand.
We’re still weeks away from Apple Watch Series 7’s official debut, but that hasn’t stopped Chinese manufacturers from churning out their clones. The knockoffs feature flatter designs that could closely match the real thing.
Apple’s plan to start assembling more products in Vietnam is reportedly on hold due to COVID-19 disruptions and limited engineering resources.
It is believed the company’s third-generation AirPods, expected to arrive later this year, will be mass-produced in China instead.
Apple has thwarted an attempt by multiple Chinese tech companies to get around its App Tracking Transparency feature, the Financial Times reports Monday.
The group of tech companies includes Baidu, Tencent, and TikTok parent company ByteDance. They supposedly worked with a couple of Beijing companies to find a new way to get around Apple’s new privacy measures.
However, Apple blocked updates to several apps that included the workaround, called the Chinese Advertising ID (CAID). In doing so, it enforced its rules in a way that may have surprised the companies in question.
