according toNikkeiAccording to reports, the global chip shortage seems to have finally come to Apple, which is mainly reflected in the MacBook and iPad product lines. On the MacBook side, the main impact is some minor chips on the motherboard, while on the iPad side, it is limited to the supply of display panels and related parts. According to Nikkei, the current shortage of components has not yet affected the supply of sales channels, but if this situation is maintained, it is hard to say. In particular, Apple seems to have shifted orders for some components from the first half of the year to the second half of the year, making the situation even more tight. Fortunately, the iPhone does not seem to have been severely affected. The supply of some iPhone components is currently only “very tight”.
Part of the pressure on the supply of chips comes from the supply problems during the epidemic, and the other part comes from the demand for work and entertainment at home, which has led to an overall increase in sales of laptops, desktops, TVs, and game consoles. The first thing that bears the brunt is that the auto industry, which originally had a small demand for chips and therefore had less investment, has already had Ford, Nissan and other manufacturers to stop production; while other game consoles or graphics cards of the new generation have been out of stock for a long time. Or a state of substantial price hikes. Not only Apple, but even Samsung, which is a major chip manufacturer, has plans to skip Note in the second half of the year. From the perspective of the market as a whole, if even Apple’s close supply chain relationship and influence are faced with problems, the next pressures generally faced by small factories are even more predictable.