Reuters reported on Friday that the Foxconn-operated plant, the world’s largest iPhone maker, could see a further drop in November shipments due to worker protests and rising COVID-19 cases in the country. .
Separately, Bloomberg News reported citing a source earlier in the day that there could be a shortfall of 6 million iPhone Pro units this year due to production-related issues.
“Ongoing challenges around delays in returning to a normal level of production at the Zhengzhou plant could limit the pace at which supply-demand balance can be achieved in the coming months,” the analysts said. from J.P. Morgan.
They added that delivery times for Pro models have moderated, except in China where lead times remain high.