Bloomberg revealed: A global shortage of parts has forced Apple to reduce production of the iPhone 13


Bloomberg revealed: A global shortage of parts has forced Apple to reduce production of the iPhone 13

Bloomberg revealed: A global shortage of parts has forced Apple to reduce production of the iPhone 13

EMGblog.com: It has been more than a year since the smartphone industry with There is a problem of lack of parts. At first, it was thought that these conditions would be temporary, but Counterpoint report, this crisis is still over It has not been done and it is expected that the lack of parts will lead to a decrease in production in the second half of 2021. You may think that this crisis does not have much effect on the activities of big companies, but the truth is that this crisis is so serious that about 6 months ago even Apple also Admitted that production of some MacBook and iPad models has been delayed. Of course, apparently the problems are beyond these words because according to Bloomberg’s recent report, this time production iPhone 13 is also significantly affected by the current situation.

According to sources of knowledge that On condition of anonymity, Apple initially planned to produce 90 million units of the iPhone 13 family in the final quarter of the year. It had planned this year, but apparently the production capacity of this product – affected by the lack of parts – has decreased by about 11% (i.e. 10 million iPhones) and thus it is predicted that by the end of 2021, 80 million units in the iPhone 13 series will be produced. reach A15 Bionic chip (used in iPhone 13 and iPhone 13 Pro and their mini and Max counterparts) manufactured by TSMC and at least until today there has been no problem in supplying this part, but the rumors indicate that Apple’s main problem is in supplying the required parts from the two companies Broadcom and Texas Instruments.

Apple is considered one of the biggest buyers of chips in the world and is so influential in this field that it can move the global cycle of the supply chain of electronic components. to adjust But despite the high purchasing power, Apple is also struggling with the same problem that has threatened the smartphone industry for months. Tim Cook, the CEO of Apple, recently warned about the impact of the lack of parts on Apple’s business and announced that he and his group will do their best to adjust the situation, but whether or not Apple will also recover from this crisis. It did not go unnoticed. Major chipmakers have warned that demand will likely continue to outstrip supply into next year and beyond.

Following the publication of this news by Bloomberg, the value of Apple’s shares decreased by 1.6% to $139.27. The same thing happened to Texas Instruments and Broadcom. Apple supplies parts related to the display of its devices from Texas Instruments. One of the important parts that played a key role in the production of iPhone 13 (and currently Texas Instruments is having trouble in providing it) is the chip that is related to the OLED display of this phone. Broadcom is also an old partner of Apple in supplying wireless parts. It is interesting to know that the effect of the lack of parts continues to the extent that not only Apple’s plan to produce its flagship devices has been disrupted, but even the supply of previous orders. has also affected Selling iPhone 13 Pro and iPhone 13 Pro Max launched in September, but apparently Orders will not be delivered from Apple’s website for approximately one month. Also, in many Apple retail stores, these devices are in “currently unavailable” status. Apple’s carrier partners are also facing similar delays in the release of the iPhone.

Current orders are scheduled to arrive in mid-November, so Apple can still deliver new iPhones to consumers in time for the holiday season. It is not bad to point out that the final season of 2021 is expected to mark Apple’s biggest sales in a single season, earning about 120 billion dollars. If this prediction is correct, Apple’s revenue in the last quarter of this year will grow by 7% compared to the same period last year and will even exceed the total annual revenue of Apple in a decade ago.

Apple’s problems in providing the parts needed for its most strategic product show that even the king of the technology world is not immune to the global shortage of parts (which has intensified due to the spread of Corona). We should not forget that the mentioned shortage, in addition to the iPhone, the supply of

Broadcom company was a manufacturing company without a factory (or in the term fabless) And the manufacturing of this company’s chips is done by contract companies like TSMC. The situation is better at Texas Instruments, and some of the company’s chips are made in its own factories (although some Texas Instruments products are also produced by foreign manufacturers). That means the two companies are part of a growing battle to secure production capacity at TSMC and other similar companies.

Apple itself is directly one of TSMC’s customers and to be more precise, the biggest customer. This is a Taiwanese company. Apple relies on TSMC to manufacture its A-series processors, and apparently the global shortage of parts has not affected the supply of these chips. Another point is that due to the good relationship between Apple and TSMC, despite the 20% increase in chip prices, TSMC increased the price of chips sold to Apple by only 3%.

Unlike IDC’s forecast based on the growth of the semiconductor components market in 2021, according to Bloomberg, there are signs that the situation will worsen in the future. According to the Bloomberg report, citing the Susquehanna Financial Group, the time interval between placing an order to buy a semiconductor component and its delivery – referred to in the industry as lead times – increased for the ninth consecutive month and reached 21.7 in September. week has arrived (compared to about 12 weeks in the same period last year).

In order to unravel the tangled tangle of the parts supply chain, the US Department of Commerce has asked chipmakers to help by answering a series of questionnaires by November 8. The ministry has faced resistance from lawmakers and executives in Korea and Taiwan.

Many countries, including the US, China and Japan, are aiming to become self-sufficient in chip manufacturing. US Commerce Secretary Gina Raimondo announced in a tweet last week a proposed $52 billion program to support US chip manufacturing. Of course, America has prevented the localization of this industry in China with some obstacles; The SMIC company in China sought to import an EUV lithography machine worth 150 million dollars (made by the Dutch company ASML), but the US government did not allow the export of this machine to the Dutch company. Fumio Kishida, the Prime Minister of Japan, has also announced that he is looking to create the necessary infrastructure for chip manufacturing in his country.

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