Global smartphone shipments declined by 11% in 1Q22 with all brands suffering from a decrease in shipments except the iPhone.
supply chain
COVID Lockdowns Affect Half of Apple Suppliers in China, May Result In Supply Chain Cutoff
Half of Apple’s suppliers in China were reported to have been affected by the COVID lockdown that is starting to affect the supply chain.
New COVID-19 Lockdowns in China Further Impact iPhone and iPad Production
As China continues to experience a surge of COVID-19 infections, lockdowns are taking place in cities that affect Apple’s supply chain.
Apple Announces $50 Million Investment Toward Supply Chain Employees
Today Apple has announced a $50 million dollar invest into the employees of its supply chain. The company will work with IOM and the ILO.
Suppliers Deny the Rumors that Apple AirPods Orders Were Cut by 10 Million Units
Two suppliers of Apple AirPods denied the rumors that Apple requested the reduction of AirPods production by 10 million units in 2022. The AirPods EMS suppliers said that production is normal and nothing has changed.
Apple Plans to Cut iPhone SE Supply Due to Weaker-Than-Expected Demand
Apple is reportedly reducing the supply of the iPhone SE next quarter due to weakening demand brought by the Ukraine war.
Russian Invasion of Ukraine Could Spark Another Chip Shortage
As fighting continues in Ukraine, the threat of a second chip shortage looms. Ukraine produces much of a critical chipmaking ingredient.
Global Semiconductor Chip Shortage is Becoming a Crisis
The world’s supply of semiconductor chips has faced shortages due to COVID-19, but things have gotten worse.
PlayStation 5 and Xbox Series X shortages are just the tip of the iceberg. Big phone launches from companies like Apple and Samsung have been postponed, new graphics cards are still hard to find, and all over the world car manufacturers are either scaling back production or piling unfinished cars up in parking lots while they wait for the chips needed to power their software systems.
Darn it, I’m looking forward to the upcoming Nintendo Switch refresh.
Unreliable Entities, Sustainability Reports – TMO Daily Observations 2020-05-18
Andrew Orr and Charlotte Henry join Kelly Guimont to discuss Apple’s inclusion on China’s “naughty” list and corporate responsibility.
Apple 2020 Supplier Responsibility Report Includes Info on COVID-19 Impact
Apple released its 2020 Supplier Responsibility report today. It includes a letter from Sabih Khan, Apple’s Senior Vice President of Operations.
Ming-Chi-Kuo Says Coronavirus Threatens Apple
Apple supply chain analyst Ming-Chi-Kuo says that the Coronavirus is a threat to Apple’s business since much of it is based on China.
The 2019 Apple Supplier Responsibility Report
The 2019 Apple Supplier Responsibility Report has been released. The report is broken down into three categories.
Apple's 2018 Conflict Minerals Report
As part of Apple’s commitment to supplier responsibility the company has released its 2018 conflict minerals report.
How Did Tim Cook Fix the Apple Supply Chain?
The entire Quora article is worth reading, and it compiles information from other articles to paint a picture of Tim Cook’s genius.