Apple system shortages threaten to undercut what may in any other case be a record-setting vacation season for the corporate, stories Bloomberg‘s Mark Gurman.
Not lengthy after Apple’s iPhone 13 launch in September, transport estimates for all fashions started slipping by a number of weeks. This pattern was replicated for the iPad mini, ninth-generation iPad, Apple Watch Sequence 7, and most just lately, Apple’s new MacBook Professional fashions, all of which now present supply instances operating into November or December. Even Apple’s much-derided $19 sprucing material is bought out till late subsequent month.
Transport delays for brand spanking new Apple merchandise aren’t a brand new phenomenon, however a number of comparatively older Apple merchandise have been experiencing delayed transport instances because the first half of September, together with the iPhone 11, iPhone 12, M1 Mac fashions, the 24-inch iMac, and throughout the Apple Watch lineup.
Nevertheless, in a 12 months when Apple ought to be seeing one in every of its largest product improve cycles ever, suppliers merely cannot sustain with the pent-up demand.
The iPhone — Apple’s flagship product, accounting for about half of its gross sales — is the highest-profile case of shortages. One month after happening sale, the iPhone 13 Professional is difficult to search out in each coloration, configuration and dimension. That is not normally the case, in keeping with Apple retailer staff, a few of whom say they’re more and more coping with annoyed clients.
The report highlights sure parts that Apple has discovered significantly onerous to get, together with chips from Broadcom and Texas Devices. In the course of the firm’s third-quarter earnings name, Apple CEO Tim Prepare dinner warned that the chip scarcity that has plagued the business for the previous couple of months would impression iPhone shipments this 12 months.
Whereas Prepare dinner was possible referencing constraints with the upcoming iPhone 13, the scarcity seems to have crept into different product strains. Apple nonetheless has time to appropriate the supply-demand imbalance earlier than the top of December, however Gurman’s report suggests the delays in transport older merchandise are a “troubling signal.”
On the optimistic aspect, Apple merchandise like AirPods, the HomePod mini, AirTags, and the Apple TV stay obtainable for near-immediate cargo, which Gurman describes as “stocking fillers” for these looking out for something Apple-related to present to somebody this vacation season.