The Demand for iPhone 12 Pro Outstrips Expectations, Leading to Chip Supply Shortages
The tech world is abuzz with anticipation as Apple prepares for its third fall event on Nov. 10. However, one product is facing a delay in delivery, while another is set to take centre stage.
The iPhone 12 Pro is experiencing a delay in its delivery due to a shortage of power management chips. According to reports, Apple has redirected some iPad components to the iPhone 12 Pro to alleviate the issue. The delay is attributed to increased demand for silicon amid global pandemic-related supply chain disruptions.
Despite the setback, Apple is not resting on its laurels. The new MacBooks are expected to be the star of the show, and rumours suggest they will be based on the A14 chip featured in the new iPhones and iPads. The first MacBooks to feature Apple Silicon are likely to be a 13-inch MacBook Air, a 13-inch MacBook Pro, and a 16-inch MacBook Pro.
TSMC will supply the chips for the new MacBooks using its 5-nanometer process technology. Apple, with its reputation for priority from suppliers over other customers, is expected to receive a substantial number of these chips.
In an effort to compensate for the iPhone 12 Pro delays during the holiday season, Apple has requested more than 20 million units of the iPhone 11, iPhone SE, and iPhone XR. Nikkei Asia reports that Apple has asked its suppliers to make 2.5 million MacBooks with new ARM-based silicon by early 2021.
The holiday season is a prime time for tech companies to bolster their sales by taking advantage of increased consumer demand. With the iPhone 12 lineup delayed by about a month due to production issues related to supply chain disruptions, Apple's focus on the MacBooks could be a strategic move to capitalise on this seasonal opportunity.
Some tech companies like Huawei have been stockpiling components to prepare for potential shortages, thereby creating shortages. However, Apple's strategic decisions seem to be paying off, as delivery windows for the iPhone 12 Pro on Apple's U.S. store are now 3-4 weeks away.
As we eagerly await Apple's third fall event, it's clear that the tech giant is navigating the challenges of the global pandemic and supply chain disruptions with deftness and resilience. The unveiling of the new MacBooks promises to be an exciting development in Apple's ongoing journey to revolutionise the tech industry.
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