Forest Chen, a research manager from Trendforce, told Reuters that production delays caused by a few weeks of lockdowns still have the potential to be salvaged. However, the longer these security measures continue, the lower the chance that the supply chain will remain unaffected. It’s possible that Apple may choose to re-route some of its production to different factories, such as in Shenzhen, which is currently not under lockdown. This will not be as efficient as simply continuing production in the same place, however, and is also a risky move in case additional lockdowns are applied.
In times of the pandemic, putting too many eggs in one basket can turn out to be disastrous. The market at large, spanning from smartphones to graphics cards to cars, has been affected by a global chip shortage of an extraordinary magnitude. Additional delays caused by unexpected lockdowns will only contribute to an ongoing problem.
Apple itself is yet to comment on the situation, so it’s hard to know just how badly delayed individual products may turn out to be. The company is likely planning to launch some new products later this year, and while these delays probably won’t scrap the plans entirely, they could affect the availability of these new devices upon release. Unfortunately, until Apple talks about the extent of the problem, much will remain in the realm of speculation.
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