TAIPEI – Production of some MacBooks and iPads has been postponed due to a global shortage of parts.Nikkei Asia has learned from signs that even Apple, with its massive purchasing power, is not exempt from a supply crisis. Have been there before
The chip shortage has caused a significant delay in the MacBook manufacturing process, namely the installation of components on a printed circuit board prior to final assembly, a source summarized on the matter told Nikkei Asia. Went out due to a shortage of displays and display components, the source said.
As a result of the delay, Apple has pushed some component orders for both devices from the first half of this year to the second half. Sources and industry experts said the delay was a sign that the chip shortage was escalating and could have a serious impact on small tech players.
Apple is known for its expertise in managing one of the world̵7;s most complex supply chains and for being quick to mobilize suppliers. This has helped the company cope with a global part shortage that has already squeezed automakers and electronics makers.
Apple’s iconic iPhone production plans so far have not been impacted by a shortage, although some components for the device will. “Relatively tight” according to two sources. Overall, the component shortage remains a supply chain issue for Apple and has yet to impact consumer product availability, Nikkei has learned.
Apple declined to comment for this story.
Samsung Electronics, Apple’s rival, the world’s largest smartphone maker, recently confirmed that a chip shortage could be a problem for the company between April and June, with a team of employees working around the clock to resolve the issue.
Big players such as Apple, Samsung Electronics and HP are taking advantage of a number of suppliers to demand that their orders be a priority when capacity is limited, Peter Hanbury partnered with consultant Bain & Co. They have also developed complex purchasing and supply chains. The capabilities include planning, collaborating with semiconductor manufacturing partners, and having a clear view of where their products are manufactured to be able to foresee such shortages, he said.
However, for now “The demand for some of these big items exceeds the existing capacity,” added Hanbury. [as their chip suppliers and production partners] To increase production, which takes years and billions of dollars. “
Apple sells an estimated 200 million iPhones, 20 million MacBooks, 19 million iPads and more than 70 million AirPods a year, all of which rank among the world’s top five in the consumer electronics segment, respectively, making the company one of the organizing forces. The most powerful buy in the world
Apple is the world’s fourth-largest laptop maker with a 7.6% market share, followed by Lenovo Group Holding, HP and Dell in 2020.Apple’s iPads are the clear leader in the tablet market by their share. 32.5% last year followed by Samsung, Huawei, Lenovo and Amazon, IDC data.
The fact that the supply crisis has spread to MacBooks and iPads – two of Apple’s top picks – suggests that component shortages remain a serious and potentially devastating impact on powerful tech players. Associates and supply chain management expertise are less than U.S. companies, industry executives told Nikkei Asia.
“We don’t really see the end of this shortage, and things could be even worse if looking forward to the end of the June quarter, as some small tech players might use some of their major inventories to save the day.” Said Wallace Gou, President and CEO of Silicon Motion, developer of NAND flash memory chips serving Samsung, Western Digital, Micron, Kingston and more.
Demand for PCs remains strong this year as the home economy caused by the coronavirus outbreak continues to grow. The global PC market is expected to grow more than 18% this year after a rapid expansion of nearly 13% last year, according to research agency IDC.
However, the US, Japan and Germany have asked Taiwan and South Korea, two main chip manufacturing economies, to help prioritize chips for the automotive industry, which are vital to the global economy. This has forced more semiconductors to be produced for consumer electronic and computer products.