Apple's supply chain emerged in early February, when the iPhone 12, tentatively set to launch in the second half of the year, was about to enter the engineering validation testing phase (EVT), but was disrupted by the outbreak. The supply chain speculates that the iphone 12, which was due to be mass-produced in june, will be delayed, while apple will normally release its new machine in september each year in recent years, and it will still need to be seen whether apple will delay the launch of the iphone 12 this year.
The industry noted that,A number of new products to be launched in the second half of the year have been disrupted by the epidemic, including Apple's new flagship iPhone 12. The industry pointed out that Apple began to carry out prototype design test (POC) in June 2019, and expected to complete the second phase of test in early February 2020, and enter the evt, but because of the epidemic, it was delayed to enter the next phase.
It is reported that after each lunar new year, Apple will continue to confirm with the supply chain the number of workers to return to work, the status of epidemic prevention and the stock of incoming materials, etc. this year, due to the fact that the factories cannot return to work completely, it will inevitably affect the development process of the original new machine. However, even if the development and mass production of new machines are delayed, it is unlikely that Apple will change the practice of releasing new machines in September in recent years.
Honghai and Heshuo are two major Apple iPhone assembly plants, both of which said that the mainland factories have been resumed in succession, but whether the iPhone production line is resumed smoothly or not is not responding to a single customer and situation, which makes it difficult for the outside world to see. The industry pointed out that all factories are returning to work, but the return rate is limited. Fortunately, all of them have stocks in their hands, so short-term supply is not a problem.
Industry analysis, apple iPhone supply chain is complete and mature, and apple is also continuing to investigate the supply chain situation in the near future, and is trying to adjust it to minimize the impact. But from POC to EVT, Apple employees must go to the factory to check in person, but now it is still at the peak of the epidemic. Apple is considering avoiding the expansion of the epidemic and suspending the trip to mainland China. The development schedule is delayed.
For further analysis, Apple is operating
In 2019, Apple launched a rush to buy airpods pro. So far, it still takes one month to get it through the official Apple website. The current situation of airpods Pro is not that Apple implements the hungry marketing strategy, but that the market demand exceeds the expectation, and the key components such as batteries are out of stock. Even if Apple requires suppliers to double their shipments in the second half of 2019, it still cannot meet the market demand in real time.
However, even though it takes one month for airpods pro to be used from ordering to picking up, consumers still keep ordering and waiting, and they don't abandon apple to leave, which shows the attraction of apple to consumers. The situation of airpods Pro also led the industry to speculate that even if Apple's iPhone 12 was affected by the epidemic and had a low stock in the early stage, Apple would not necessarily change the time when new phones were released in September in recent years.