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The supply situation is gradually improving as Apple's delivery cycle is shortened

via:智通财经APP     time:2021/11/26 11:02:34     readed:67

The Black Friday shopping season is about to kick off with Thanksgiving. Among them, apple's (AAPL.us) iPhone 13 will undoubtedly be one of the most popular year-end gifts.

Apple unveiled the iPhone13 at the end of September with high hopes that it would be the engine behind the company's busiest business quarter.However, a continuing shortage of semiconductors, including those used in the iPhone, has led some to worry about whether Apple will be able to supply enough products to satisfy its customers.There are even reports that apple has changed the production method of the iPad by using tablet parts for the production of the iPhone13.

However, there has been new evidence recently that iPhone supplies are improving, which could go a long way to easing consumer concerns about demand for the products and boosting Apple's sales figures.

Regarding the iPhone market, Morgan Stanley analyst Katy Huberty said many tech companies are still grappling with supply chain disruptions caused by COVID-19, but there are signs of some stabilization in recent weeks.

"Recent surveys indicate that the supply of power management ics (integrated circuits or microchips) and global-facing camera modules for the iPhone 13 Pro and Pro Max is improving," Huberty said. [This] suggests iPhone production could continue to improve in November and December."

That is good news for Apple and could mitigate some of the impact the company has said it will have on its component supply chain.In October, when Apple reported its fourth-quarter results, it said supply chain shortages had affected sales by $6 billion, a figure that would increase in the current quarter.

By comparison, apple's iPhone revenue (including the new iPhone 12 at the time) contributed $65.6 billion to the company's total revenue of $111.4 billion in the first quarter of its last fiscal year, which included holiday season sales.

That compares with 19.5 days for the iPhone13 Pro and Pro Max as of Nov. 23, 67 days after pre-orders began, according to Huberty.At this point in the device's sales cycle, delivery times are "the second strongest of any [iPhone] model in the last five years," Huberty said, adding that they have fallen seven days since early November. Huberty also said the lead time for the iPhone13 and iPhone13 mini is also getting shorter.

"All of this leads us to believe that iPhone production was negatively impacted in October," Huberty said. However, the November data should show some improvement."

Huberty's iPhone supply assessment comes as J.P. Morgan analyst Samik Chatterjee on Tuesday pointed to growing evidence that Apple shipped a record number of iphones in China in October.

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