Apple MacBook Pro shipments are still ‘seriously delayed’ due to China lockdowns

Apple MacBook Pro shipments are still 'seriously delayed' due to China lockdowns

The report says many downstream assemblers are likely to have already resumed their production lines, but many still face insufficient supplies of components for the same reason. Apple customers have been facing unusually protracted delivery times for several weeks due to limited production capacity caused by lockdowns and chip shortages. On Apple’s online store in the U.S., all pre-configured purchase options for the 14-inch MacBook Pro and the 16-inch MacBook Pro currently show a delivery estimate of June 29 – July 14.

Despite the lifting of lockdowns and the resumption of production, Apple supplier Quanta’s capacity to manufacture MacBook Pro models at its Shanghai location remains severely restricted, according to DigiTimes. Quanta has only been able to restore roughly 30 percent of manufacturing capacity at its Shanghai location after lockdowns ended last month, according to the Taiwan-based supply chain website. Quanta is Apple’s only assembler of the 14- and 16-inch MacBook Pros, which are largely manufactured at the ODM’s Shanghai factory. Quanta vice chairman CC Leung stated on April 30 that the company’s Shanghai factory has regained around 30% of its capacity and plans to progressively increase the proportion to 50%.

The same dates apply to the Mac Studio (20-Core/48-Core CPU/GPU), although the 10-Core/24-Core CPU/GPU configuration fares slightly better with a May 17 – May 24 delivery window. Availability for the MacBook Air, 24-inch iMac, and Mac mini are currently unaffected by the constraints, while Mac Pro depends on configuration options, but some do run into June. According to DigiTimes, Apple has already switched its transportation from marine to air to shorten the shipment schedules in the face of disrupted logistics in China, but only a limited number of shipments have moved to air transportation, which is causing the current shortages.

Apple last month said that lockdown disruptions in China and silicon shortages will continue to make it difficult to make enough product to satisfy strong consumer demand as the year progresses, and this will ultimately affect Apple’s June quarter revenue. That is the question: Why have Apple put all their eggs in one basket when it c omes to the Macbook Pro? What happen to diversification? Probably a question of volume. When you sell 200 million iPhones a year, you definitely want multiple suppliers.

But the 14-inch MacBook Pro? They sell about 25 million Macs a year total, and of those, the 14 is hardly the most popular. Probably something like 1-3 million a year. IOW, a hundredth of the iPhone volume.

The News Highlights

  • Apple MacBook Pro shipments are still ‘seriously delayed’ due to China lockdowns
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