Apple is contemplating a major shift of its manufacturing capacity to India, with a move of almost a fifth of its production capacity away from China possible, if the report is accurate.
Apple's U.S.-based engineering team is reportedly "scrambling" to prevent delays of the company's rumored 5G iPhones, which are expected to debut this fall.
The production schedule for the 'iPhone 12' collection is allegedly being affected by COVID-19 in one more way, with Apple's self-imposed travel restrictions preventing its own engineers from performing tests on components for the 5G-equipped models.
Multiple supply chain analysts suggest future iPhones may see release dates slip by as much as two months due to coronavirus concerns.
New York City retailers report Apple iPhone 11 inventory dropping to zero due to the coronavirus constraining the supply chain.
In the midst of ongoing attempts to diversify its supply chain, a new report outlines some of the trouble Apple is running into, while establishing a manufacturing foothold in India.
Apple has deferred shipments of printed circuit boards from a supplier into the second quarter, a report claims, a delay caused by the coronavirus outbreak that could cause further problems for the launch of the long-rumored 'iPhone SE 2.'
Another supplier of iPhone radio-frequency chips, Skyworks Solutions, has cut its revenue guidance due to the ongoing coronavirus outbreak.
Apple's expected low-cost iPhone is said to be entering the final production stages, with the LCD screen for the model apparently undergoing verification ahead of its potentially imminent launch.
Apple is placing restrictions on employee travel to Italy and South Korea after cases of COVID-19 jumped in those countries.
Apple supplier Qorvo has lowered its revenue guidance for its March quarter, citing the coronavirus's impact on the supply chain and customer demand.
While the coronavirus impact on Apple varies a great deal across the iPhone supply chain, Ming-Chi Kuo says that the company is proactively maneuvering to diversify camera lens suppliers for the "iPhone 12."
The LG Innotek factory that supplies iPhone camera modules has closed in Gumi, South Korea after the first case of coronavirus was discovered in the workforce, delivering yet another blow to the Apple supply chain.
The outbreak of the coronavirus, now infecting tens of thousands of people, has stoked fears that Apple would be dramatically affected both from lost sales in its China and interruptions to its component supply chain. However, while Apple has its work cut out for it it also has a uniquely proficient operations team to manage crisis events, one that has been challenged before.
For at least the last six years, Japanese financial newspaper Nikkei has reported unreliable stories about iPhone production orders. This month, its channel check "news" sounded positive — but that doesn't mean that bits of data shaken from some branch of the supply chain is suddenly now reliable or can be correctly interpreted by outsiders.
Apple pioneered the concept of making its products accessible to users with disabilities back in the 1980s. It has made environmentally sound manufacturing and supplier responsibility a key aspect of its global operations. It has taken a public stand for inclusion and diversity and has made privacy and security primary features of its products. Why haven't other tech giants offered more than a meek "me too" in these areas?
Some 21 further suppliers, including iPhone assemblers Wistron and Pegatron, have committed to using 100 percent renewable energy in their Apple production lines, bringing the total to 44. Apple had aimed to use 4 gigawatts of renewable energy in its operations by 2020 and now says it will reach 5 gigawatts.
Dialog Semiconductor is anticipating a drop in revenues for 2019, in part due to the completion of a $600 million deal with Apple, but at the same time the rest of the chip design firm's business is expected to show growth, a claim that investors seem to be happy about.
Apple raised eyebrows when it announced it would no longer be detailing quarterly unit sales for iPhone, iPad, and Macs starting in the December quarter. Various pundits have sought to portray this as Apple having "something to hide," and have added it to their listicles of "bad news" that various writers keep insisting is "piling up" for Apple. They're wrong, here's why.
Several prominent news sources are again blowing a cloud of speculative rumor-mongering that claims Apple's iPhone sales are — perhaps! — in desperate straits. Revised revenue reports from just five firms—out of Apple's 200 primary suppliers—are at the core of these reports, so take a look at how flimsy these conclusions are.
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Malcolm Owen
Mike Peterson
Wesley Hilliard
Daniel Eran Dilger
William Gallagher
