On April 13, Tianfeng International analyst Mingji Guo tweeted that Foxconn could at least partially support the supply of iPhones and iPads to reduce the impact of Pegatron and Compal's closure. However, Quanta is almost the only EMS supplier of macbooks, so of all Apple products, the MacBook is the most affected.
The suspension of Quanta's suspension of production is bound to affect the delivery time of the MacBook, and may even be out of stock for a long time. Some netizens said that the Expected Delivery Date of the MacBook they bought has been postponed to May 19. Xiao Lei took a look at the Apple official website, the 16-inch version of the MacBook Pro low-end expected delivery date is from May 10 to May 17, and now the order will have to wait at least a month.
As the saying goes, things are scarce and expensive, and the shortage of MacBook supply will definitely affect the price of new machines and second-hand phones. Not surprisingly, related products may rise in a short period of time, such as unnecessary or wait for a period of time, wait for the limelight to pass before starting better.
The 14-inch and 16-inch MacBook Pro has been in a tight supply state since its release, with customers taking at least a few weeks from order to receipt, longer than other MacBook products. However, by the end of February this year, Apple had finally improved the supply of some configurations, but the more high-end configurations still had to wait for a long time.
Coincidentally, a wave of uneven waves, the production capacity problem of the 14-inch and 16-inch MacBook Pro has not been completely solved, and now that the epidemic outbreak has occurred, the shortage of goods should be more serious. As the only EMS supplier of MacBook, Quanta is located in Bao'an District, Shenzhen, and now the epidemic in Shenzhen has rebounded to a certain extent, Quanta temporarily suspended production, and the production of MacBook will inevitably be greatly affected.
In this way, in order to restore the supply of MacBooks, Apple should find other suitable suppliers for production to deal with unexpected situations such as the epidemic. Apple's largest supply chain partners are in Kunshan, including Foxconn, Pegatron, Wistron, and Luxshare Precision. XiaoLei expects that the company may transfer some of its MacBook capacity to the above suppliers.
However, in Xiao Lei's view, the most important thing is to ensure the production capacity of iPhones, iPads and other products with large shipments, and now Pegatron has stopped assembling in Shanghai and Kunshan, and may not be able to fully resume production until the end of April or early May, during which time the pressure of production has shifted to Foxconn. As for the MacBook, it may not be able to recover for a while, and the small partner who has already bought it is still patient and so on.