The global shortage of chipsets also affected Apple

The global shortage of chipsets also affected Apple

The global shortage of chipsets also affected Apple

News unit Since a year ago, we have seen a serious shortage of chips We have been a semiconductor and subsequently a challenge in the production of electronic products. The shortage has several causes, including semiconductor companies’ dwindling options for outsourcing chip production, as well as miscalculations in forecasting demand during the coronavirus pandemic. Following the spread of COVID-19 and the resulting stay at home, electronic products have become the only source of entertainment for people around the world, and this has greatly increased the demand for IT products. In addition to the production of smartphones, the lack of chipsets has also affected the production of light and heavy vehicles and has also limited the production of the PS5 console and game graphics cards.

You might think A big and well-known company like Apple is harmed by this lack of chips. does not see, but according to a recent report by Nikkei Asia Published, the global shortage of these parts has delayed the production of some MacBook and iPad models, and this shows that even A big company like Apple – which has a high ability to supply components – has not been immune to this unprecedented challenge.

One of the most important stages of MacBook production is mounting parts on printed circuit boards (before final assembly). But according to some informed sources, the lack of chipset has delayed this step. Also, the assembly of some iPad models has been delayed due to the lack of screens and related parts. According to a Bloomberg report, the production of the new generation iPad Pro has faced problems due to the lack of parts. Also, companies that manufacture new displays called Mini LED – which is needed to make the 12.9-inch model of this iPad – have encountered problems in the production of this part, and apparently one of the manufacturers of this display has stopped its production.

However, the new iPad Pro series is expected to be announced in late April, according to Bloomberg analyst Mark Gurman. Of course, it is possible that the release of the larger model will happen a little later. Apparently, the Mini LED display is not used in the smaller model, but the improvements of this model include a faster processor, upgraded USB-C port and better cameras.

However, it is certain that As a result of the postponement of the production of some MacBook and iPad models, Apple a number of He has postponed orders for parts for these two devices from the first half of the year to the second half. Experts believe that the delay created in the production of some MacBook and iPad models shows that the category of chipset shortage is very serious and its impact on smaller companies can be more severe.

Apple’s expertise in managing one of the most complex supply chains, as well as the speed of hiring suppliers, is obvious to everyone. This has helped Apple to withstand the global shortage of parts – which has put pressure on several automakers and manufacturers of electronic products. Despite the fact that Apple has had problems in providing the required parts for the mentioned devices, the lack of chips has not yet caused any problems in the production of any of Apple’s iPhones. Also, it is true that the supply of parts is one of Apple’s current problems, but this problem has not yet been able to affect the company’s product supply to customers.

It is not only Apple that is under pressure due to the lack of parts. Samsung (the main competitor of Apple), which is the largest smartphone manufacturer in Jahan recently announced that a shortage of chipsets could trouble the Korean company in the second quarter of this year. Of course, according to Samsung, the company has formed groups that are working 24 hours a day to solve this problem.

According to Peter Hanbury (Peter Hanbury), one of the partners of the research institute Bain & Co, big companies like Apple, Samsung and HP have a high influence with the suppliers of parts and This causes the orders of these companies to be prioritized in a situation where the production capacity is limited. But in the current situation where the demand for some electronic products is higher than the total available capacity, the same large and reliable companies (such as parts suppliers) are facing challenges in increasing their production capacity.

Apple about 200 million annually The iPhone sold more than 20 million MacBooks, 19 million iPads, and more than 70 million pairs of AirPods. All the mentioned products are ranked 1 to 5 globally in their category. In 2020, Apple held 7.6 percent of the global laptop market share, ranking fourth behind Lenovo, HP, and Dell. It should be noted that, in the field of tablets, Apple took the first place and according to the IDC report last year, with 32.5% of the market share, took the first place and Samsung, Huawei, Lenovo and Amazon ranked next respectively.

According to Wallace Gou, CEO of Silicon Motion (supplier of NAND flash memory for Samsung and other manufacturers), there is no real end to this shortage and the situation may worsen in the future. By the end of the second quarter, with the end of parts inventory in some smaller companies, these companies may face problems in producing their products and have to lower their production capacity.

The economy based on staying at home (caused by the spread of Corona) has continued to flourish this year, and for this reason, the demand for buying personal computers will remain strong. According to IDC, the global PC market grew by a healthy 13% in 2020 and is expected to grow by more than 18% this year.

The United States, Japan, and Germany have requested Taiwan and South Korea (the two most important centers of chip manufacturing) to prioritize the manufacturing of chips for the automotive industry in order to ultimately help the global economy. Of course, it should be noted that this, in turn, will put more pressure on the production of chips for computer and consumer electronic products.

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