IPhone 12 Pro orders are currently decreasing in late November and early December. Apple is said to have been surprised by the level of demand for the two more expensive phones sold last month.
One reason the extended production lead time is attributed to the lack of one or two specific ingredients in the Pro models …
Bloomberg reports that Apple is struggling to get enough power management chips, despite having multiple vendors.
Those who are knowledgeable about this issue said Apple Inc. is grappling with a shortage of critical chips that help manage power consumption in iPhones and other devices, further complicating the ability to meet holiday demands for the latest version of marquee devices.
It̵7;s not clear to what extent the bottleneck could limit iPhone availability during its crucial, often busiest quarter of launch. […]
According to the people, the growing demand for silicon across a wide variety of products and supply chain disruptions from Covid-19 are the main causes of the shortage. Apple’s main chip maker, Taiwan Semiconductor Manufacturing Co. reported in October that 5G smartphones require 30% to 40% more chips than 4G. That and uncertainties about the course of the pandemic are pushing customers to use cache components for fear of running out, especially after major smartphone maker Huawei Technologies Co. had been stockpiling in bulk ahead of the US sanctions deadline in September.
Apple often negotiates deals with suppliers that provide exclusive production lines for the iPhone or take precedence over other customers. Bloomberg In this case, Apple will likely have priority deals, but this doesn’t seem to be enough to meet demand, the sources said.
Nikkei suggests that LiDAR components are also in short supply and Apple is partially solving the problem by replacing iPad parts.
Demand for the iPhone 12 Pro has been much stronger than Apple predicted. Making matters worse, the company has been hit by supply constraints for some components, such as the power chip and lidar components used for depth sensor imaging, Nikkei Asia said. In response, Apple has reallocated some iPad components to the iPhone 12 Pro, two people familiar with the matter said.
CEO Tim Cook mentioned the issue in general terms during his most recent earnings call.
The supply problem for the iPhone shouldn’t come as a surprise, the CEO said, as Apple has just begun ramping up production. “It’s hard to predict” how long supply constraints will last, he added.
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