Manzana It is another of the companies suffering from the harsh containment measures in the face of the most recent outbreak of COVID-19 in China. asian nikki indicates that Pegatron Yes Howtwo important suppliers of the Californian company, had to suspend the production of their devices. The main ones concerned by this measure are the iPhone and the MacBook Pro and Air.
In the case of Pegatron, it was forced to halt work at its factories in Shanghai and Kunshan. And this is not a minor fact, because they are the only facilities of the company that are dedicated to the manufacture of the iPhone, and from there comes 20-30% of total Apple smartphone units.
On this topic, Bloomberg He adds that Pegatron had managed to keep its factories in operation despite previous closures due to sanitary measures. This was due to local authorities allowing company workers into their workplaces following strict guidelines in a “bubble” format that reduced the risk of contagion. However, since this modality is no longer authorized, the Taiwanese manufacturer had no choice but to comply with the closure of its facilities.
still unknown how long will they be closed the factories that produce the iPhone on behalf of Pegatron. The firm said in a stock market filing that the resumption of work will depend on future government notifications.
And in the case of the MacBook Pro and MacBook Air, the story seems even more complicated. Did Quanta, the company that makes them in Shanghai, report that the production line has been shut down since the beginning of April. To this must be added the effect on other supplier companies which are also affected by the containment measures, and which impact both directly and indirectly on Apple.
iPhone suffers from Chinese coronavirus restrictions
supply line issues are not new to the iPhone and other Apple products. Already in 2021, it was known that the manufacture of the smartphone had stopped for the first time in a decade due to the shortage of chips. The move impacted both Foxconn and Pegatron during Golden Week in China, where production of these devices is typically ramped up before the holiday season.
Although there was no mention of the number of days suspended from work, it was long enough to talk about Apple would reduce production estimates in 2021, both for the iPhone 13 and earlier models. This, added to earlier stress in China over restrictions on energy use.
The current lockdown in and around Shanghai isn’t just affecting Apple, of course. Tesla was another of the companies that faced inconvenience due to measures that prevent residents from moving; the electric car manufacturer has had to deal with the closure of the Gigafactory installed in the aforementioned Chinese city, where many units that it sells in Europe are produced.
Coming back to Apple, it will be interesting to see how these restrictions in China affect your projections for iPhone and MacBook in 2022. On April 28, the company will announce fiscal second quarter results; there we might get a clearer picture of how those led by Tim Cook are dealing with this problem. Let’s not forget that those of Cupertino have just broken their revenue record over the previous period, despite the semiconductor crisis.