Apple’s iPad production may have fallen as much as 50 percent over the last two months.
According to two anonymous sources, production for Apple’s tablets has fallen by half, while parts meant for older iPhones are also being moved to the iPhone 13, as Apple expects stronger demand for the new iPhones over the new iPads.
The iPad and iPhone models have a number of components in common, including both core and peripheral chips. This allows Apple to shift supplies between different devices in certain cases.
Apple is thought to be prioritizing iPhone 13 output given its stronger forecasted demand the the smartphone over the tablet as Western markets begin to emerge from the Coronavirus pandemic. Europe and the Americas account for 66% of Apple’s revenue.
In the company’s latest earnings report, Apple showed strong growth but also avoided offering guidance for future quarters, starting this trend earlier during the coronavirus pandemic. Apple CFO Luca Maestri did caution analysts that iPad revenue would drop due to supply chain constraints.
In the case of the 2021 iPad mini, estimate delivery times had fallen to December 2 – December 9, marking a significant delay in the global supply chain.
Stay tuned for additional details as they become available.
Via The Mac Observer and asia.nikkei.com