Manzana It is another of the companies that suffers from the harsh confinement measures in the face of the most recent outbreak of COVID-19 in China. Asian Nikkei indicates that Pegatron Y how muchtwo important suppliers of the Californian company, have had to suspend production of their devices. The main affected by this measure are the iPhone and the MacBook Pro and Air.
In the case of Pegatron, it has been forced to stop work at its plants located in Shanghai and Kunshan. And it is not a minor fact, since they are the only facilities of the company that are dedicated to manufacturing the iPhone, and from there it comes 20 to 30 percent of the total units of the apple smartphone.
About this theme, Bloomberg It adds that Pegatron had managed to keep its plants running despite previous lockdowns due to sanitary measures. This was due to the fact that the local authorities allowed the firm’s workers to travel to their workplace following strict guidelines under a “bubble” format that reduced the chances of contagion. However, as this modality is no longer allowed, the Taiwanese manufacturer has had no choice but to comply with the closure of its facilities.
still unknown how long will they be closed the factories that are engaged in producing the iPhone on behalf of Pegatron. The firm said in a stock document that the resumption of work will depend on future government notifications.
And in the case of the MacBook Pro and MacBook Air, the story seems even more complicated. Is that Quanta, the firm that manufactures them in Shanghai, has reported that the production line has been stopped since the beginning of April. To this must be added the effect on other supplier companies that are also hit by the confinement measures, and that impact both directly and indirectly on Apple.
supply line problems are not new to the iPhone and other Apple products. Already in 2021 it was known that the manufacture of the smartphone had stopped for the first time in a decade due to the shortage of chips. The move had impacted both Foxconn and Pegatron during China’s Golden Week, which is where production of these devices is usually ramped up ahead of the year-end holidays.
While there was no mention of how many days work was suspended, it was long enough for there to be talk of Apple would cut production estimates in 2021, both for the iPhone 13 and previous models. That, coupled with previous stress in China over restrictions on energy use.
The current confinement in Shanghai and surrounding areas does not only affect Apple, of course. Tesla has been another of the companies that has run into inconveniences due to the measures that prevent the displacement of the inhabitants; The electric car manufacturer has had to deal with the closure of the Gigafactory installed in the aforementioned Chinese city, where many of the units it sells in Europe are produced.
Going back to Apple, it will be interesting to see how these restrictions in China affect your projections for iPhone and MacBook in 2022. On April 28, the company will announce the results of the second quarter of the fiscal year; there we could have a clearer vision of how those led by Tim Cook deal with this problem. Let’s not forget that those from Cupertino have just broken their income record in the previous period, despite the semiconductor crisis.