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Guo Mingxi: Apple is actively applying to resume work, and china's supply chain is in strong demand

IT Home April 16 news, Apple analyst @Guo Mingxi said that Apple is doing its best to communicate with the relevant Departments of China, hoping to resume work and production as soon as possible. Apple is said to be aiming to reopen supplier production lines that have been closed due to the COVID-19 pandemic as early as next week.

However, he also said that he could not be sure whether Apple would succeed, but the incident could explain why Apple's supply chain did not have a significant order cutting phenomenon immediately after the outbreak of the new crown epidemic. In addition, Apple's current positive negotiation attitude towards resuming work also means that most of Apple products are still in strong demand and urgently need to replenish inventory.

Guo Mingxi: Apple is actively applying to resume work, and china's supply chain is in strong demand

IT Home has learned that due to the recent increasingly severe epidemic in Shanghai and other places, most of the supply chain has suffered from the impact of work stoppages or logistics restrictions. Yu Chengdong, CEO of Huawei's consumer business and CEO of Smart Car BU, posted in the circle of friends that if Shanghai cannot resume work and production, all technology/industrial industries involving Shanghai's supply chain will be completely shut down after May, especially the automotive industry.

Guo Mingxi: Apple is actively applying to resume work, and china's supply chain is in strong demand

He said that since mid-April, some companies have begun to cut off supply chains due to closures such as Shanghai. If this continues, the economic loss/cost of the industry will be very large.

It is reported that the Shanghai Municipal Health Commission reported on the 15th: At 0-24 o'clock on April 14, 2022, there were 3,200 new confirmed cases of new coronary pneumonia and 19,872 cases of asymptomatic infection, of which 307 confirmed cases were the return of previously asymptomatic infected people, 2547 confirmed cases and 19,494 asymptomatic infected people were found in isolation and control, and the rest were found in the investigation of relevant risk groups.

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