Half of Apple's suppliers are around Shanghai, iPhone production could be in jeopardy with Chinese lockdown
Of the top 200 suppliers that support Apple products, half are reported to have facilities in and around Shanghai, China. The Chinese Communist Party's '
Half of Apple suppliers operating in China's lockdown-hit areas --Nikkei Asia
https://asia.nikkei.com/Spotlight/Supply-Chain/Half-of-Apple-suppliers-operating-in-China-s-lockdown-hit-areas
Half of Apple's suppliers at risk in China due to quixotic'zero-COVID' lockdown quest
https://macdailynews.com/2022/04/20/half-of-apples-suppliers-at-risk-in-china-due-to-quixotic-zero-covid-lockdown-quest/
Top 200 Apple suppliers: Half within lockdown-hit areas of China-9to5Mac
https://9to5mac.com/2022/04/20/half-of-top-200-apple-suppliers-at-risk/
An analysis by Nikkei Asia based on Apple's list of suppliers shows that at least 100 of Apple's top 200 suppliers are located in areas of risk of lockdown in China. I did. Specifically, more than 30 Apple suppliers have facilities in Shanghai, the epidemic of the new coronavirus infection, and more than 70 factories in Jiangsu Province, just north of Shanghai. It is said that it is holding.
Below is a map of the locations of the major Apple suppliers in question. Suppliers with facilities in Shanghai and Suzhou, Jiangsu Province, just a stone's throw away, are also named Panasonic and Japan Display.
Other Apple suppliers at risk of being involved in lockdown include displays, printed circuit boards, batteries, cooling components, and acoustics, including major iPhone assembly maker Pegatron and iPad maker Compal Electronics. There are a wide variety of parts manufacturers.
In addition, most of these suppliers are companies that supply parts not only to Apple but also to other major IT companies such as Google, Microsoft, Intel, Huawei, Xiaomi, Oppo.
'In the worst case, lockdown can lead to a break in the supply chain,' Display AU Optronic Chairman Paul Penn told the media. 'If production in Shanghai isn't resumed by May, all tech companies and industry players with supply chains in the region will be completely in motion,' said Richard Yu, Huawei's Head of Consumer Technology. Will not be able to be taken. '
Despite these concerns, China has not broken its stance of forcing a strict lockdown to achieve the 'Zero Corona Policy' that completely suppresses the new coronavirus infection, so once the lockdown starts, it will take several months to resume. It is expected that it will take some time.
Ivan Lam, an analyst at Counterpoint Research, a market research firm focused on the smartphone market, said, 'China will continue its zero-corona policy for the foreseeable future due to the fairly low vaccination rate of the elderly. Looking at it, China's personal consumption has slowed significantly since the blockade of Shenzhen in early 2022, so we expect the smartphone market to be a few percentage points lower than previously expected this year. The impact of the pandemic of the new coronavirus infection in China will affect not only supply but also demand.
Related Posts:
