| Cult of Mac

New China COVID-19 lockdowns could hit iPhone production hard

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A new wave of lockdowns in China could put Apple millions of units behind on iPhone production.
A new wave of lockdowns in China could put Apple millions of units behind on iPhone production.
Illustration: Cult of Mac

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.