According to foreign media reports, as Christmas is approaching, Apple has encountered a “nightmare.” Due to the shortage of parts, Apple’s iPhone and iPad suffered the first suspension of production in more than a decade. According to reports, Apple’s iPhone 13 production in September and October of this year was about 20% worse than its target. Apple was forced to lower its total iPhone 13 production target from the initial 95 million units to 83-85 million units.
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In addition, the shortage of parts has not only affected the iPhone 13. In the past few months, the output of the older generation iPhone is expected to have fallen by approximately 25%. Apple’s goal this year is to produce a total of 230 million iPhones, and the shortage of parts has caused Apple to be about 15 million behind this goal.
What’s more serious is that Apple’s iPhone and iPad assembly suffered a few days of short production suspension in October, which has never happened in the past ten years. Several people familiar with the matter said that the assembly of iPhone and iPad was suspended for several days for the first time in more than a decade due to a shortage of parts in the supply chain and restrictions on electricity consumption in China. The report pointed out that the shortages affecting iPhone, iPad and Mac products are related to peripheral components, including “Texas Instruments’ power management chips, Nexperia’s transceivers and Broadcom’s connection chips.”
Despite the shortage of parts and production failed to meet the target, Apple is still pressing its partners to accelerate iPhone production in December and January. Apple has told its suppliers to “re-accelerate iPhone production in November, December and January.”
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