Original title: iPhone13 hits Apple’s longest waiting period and limited supply chain causes concern
Issues such as the tight chip supply chain have exacerbated the waiting time for Apple’s smart products, and iPhones are in short supply worldwide. Visual Chinapicture
Due to tight supply chain and strong demand, Apple iPhone 13 is becoming the product series with the longest waiting time for users in recent years. If consumers place an order now, the waiting time for the iPhone 13 and iPhone 13 Pro models ranges from 3 to 5 weeks. CBN reporters inquired on Apple’s official website and found that most of the iPhone 13 series models in more than a dozen Apple stores in Jiangsu, Zhejiang and Shanghai are currently out of stock.
A reporter from China Business News learned in many Apple stores on Nanjing East Road, IFC, and Global Harbor in Shanghai that only a few smaller iPhone 13 and iPhone 13 mini models are available, as well as iPhone 13 Pro and iPhone 13 Pro Max models. The shortage of goods is the most serious and the waiting time is also the longest. At present, it basically takes about a month to pick up the goods.
Delivery time up to several weeks
Issues such as the tight chip supply chain have exacerbated the waiting time for Apple’s smart products, and iPhones are in short supply worldwide. Analysts from JP Morgan Chase and Credit Suisse believe that customers worldwide who book new models online will have to wait more than 4 weeks to get the iPhone 13 Pro and iPhone 13 Pro Max, while the basic iPhone 13 will have to wait about two weeks. time.
At present, the U.S. market basically accounts for more than one-third of iPhone shipments. According to news, the waiting time for bookings of the iPhone 13 series in the first week of launch in the United States is 7 to 20 days. Delivery time is 19 to 34 days, which is longer than the delivery time after the release of the iPhone 12 series.
A Shanghai consumer who has just ordered an iPhone 13 Pro Max through Apple’s official website told China Business News that he placed an order on September 28 and will not be able to get the phone until the end of October.
On September 29, CBN reporters also tried to order a basic Apple iPhone 13 mobile phone from the official website. The delivery time is expected to be from October 16 to October 21.
Apple did not immediately comment on the delivery delay and its reasons. However, analysts believe that the constraints of the supply chain and the superposition of demand have caused the current delay in product delivery.
“It is undeniable that part of the reason for the extended delivery time is supply chain constraints. We found that the delivery time booked in the second week of the sale increased significantly compared to the first week, and exceeded our previous expectations.” JPMorgan Chase Analyst Samik Chatterjee said.
Apple CEO Cook warned investors during the last two quarters’ earnings reports that a shortage of chips could reduce sales by $3 billion to $4 billion. He also said that the demand for chips has exceeded the company’s expectations.
But agency concerns about the supply chain are fading. Tianfeng International expects that iPhone 13’s shipments this year will increase by about 10% from last year’s iPhone 12, although the agency believes that the supply shortage may affect iPhone 13’s shipments in the fourth quarter of this year.
“At present, I have not heard that more Apple supply chains are particularly tense.” Li Zegang, an analyst at Omdia Semiconductor, told a reporter from China Business News. “The supply of 5G chips is not tight, and the priority of Apple’s supply chain has always been In the first place.”
Energy policy has limited impact
On Sunday, some Chinese factories of several Apple and Tesla suppliers said they would suspend production for several days in order to comply with stricter energy consumption policies, but analysts believe that this measure will have limited impact on Apple’s supply chain.
An analyst told a reporter from China Business News that he has learned that Taiwanese-funded enterprises in Kunshan are more seriously affected by the pull of electricity. Apple’s printed circuit board supplier Xinxing Electronics said on Sunday evening that its three Chinese subsidiaries will stop production from noon on September 26 to midnight on September 30, but it is not expected to have a significant impact because other factories will make up production. .
Foxconn’s Yisheng Precision also said in a statement that the company’s Kunshan plant in China will suspend production from September 26 to September 30, but the impact of the suspension is expected to be small.
Concraft Holding, a supplier of Apple iPhone speaker components, said it will suspend production for five days until noon on September 29, and use inventory to meet demand.
However, chip makers United Microelectronics (UMC) and TSMC said that their Chinese factories were not affected. UMC said that the company’s plant in Suzhou is currently operating at full capacity and can produce more than 80,000 wafers per month.
According to the forecast of the research institute Strategy Analytics, global shipments of the entire iPhone 13 series will exceed 90 million units this year. Brokerage Wedbush (Wedbush) analysis even predicts that as many as 250 million iPhone users around the world are preparing to upgrade their phones in this round of super cycle, which began with the release of iPhone 12 last year.
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