The new coronavirus has a great impact on technology companies, even Apple, one of the Silicon Valley giants, Also had to adjust the March camp in the financial report Close expectations.
There are two reasons for adjusting expectations, but both are butterfly effects brought about by viruses.
Delayed construction and store sales will cause sales obstacles
Affected by the virus, Apple’s supply chain companies and foundries in China are all recovering after delayed start Manufacturing state.
At the same time, due to tight logistics resources, some factories have not yet returned to normal production levels.
▲ Image from: AndroidPIT
Although Apple has been increasing the iPhone production line in recent years, the persistent virus has left factories lacking manpower and materials Supply, which makes the factory capacity recovery slower than Apple expected, so Apple can only help but say that “the global iPhone supply will be temporarily limited.”
According to the Nikkei news source report , the current iPhone’s capacity utilization rate is only about 30% -50%. Not only is the supply of active iPhones affected, but even the” new iPhone “, which may be released in March, also faces stocking obstacles due to delayed resumption of work.
爱 范 儿 It was introduced in yesterday ’s article . Although Apple supply chain companies and factories have started to resume work, factories such as Shenzhen Foxconn and Zhengzhou Foxconn still need at least 1-2 weeks to restore most of their production capacity. These factories It is precisely the main production line of the global iPhone.
▲ Picture from: First hand Video
via “First-hand Video” at the Foxconn Park in Zhengzhou on February 18th Interview video can see , although some local employees have been notified to return to work, the on-site security said” 4 days, 2 lines 1050 No one is full. ”
Before that, Foxconn Zhengzhou introduced a reward policy of 3,000 yuan for rework to attract more employees to work. However, as the current rework is limited to Zhengzhou, human resources in the assembly line are still Very nervous.
▲ Out of stock iPad mini5
In fact, in addition to the impact of iPhone supply, the author also recently discovered the iPad on the e-commerce platform And iPad mini models are also required due to online lessonsSeek to increase, and hang out the tags that are out of stock . Although the merchant indicated to the author that the stock would be replenished in a short period of time, the specific needs to be adjusted according to the resumption of the factory.
In addition, I saw from the Apple Store online store that the standard MacBook Pro and iMac are also available from The previous 1-3 days were extended to 5-7 days for delivery. If custom configuration is required, the delivery time is extended to mid-March.
The delivery time of AirPods Pro does not seem to be much affected, and the expected delivery time is still 30. Delivered in days.
However, limited supply is only one of the issues facing Apple.
▲ Rare, unmanned Apple Store, February 10 at Tianhuan Plaza
Since the Chinese New Year holiday this year, Apple has suspended the operation of 42 Apple Store stores in China. For health and safety reasons, these stores are closed for half a month (some stores opened on February 19 for a limited time), which is not conducive to product display and sales.
▲ Some Apple Stores are open at certain times
In addition, consumers ’desire to buy new products has also declined, although online Apple Store and They can book purchases through commercial channels, but more consumers will prefer the consumption method of offline experience first and then purchase.
The long-term closing of offline stores has greatly affected Apple’s product sales.
Apple ’s stock price in the Nasdaq trading on Tuesday after the release of the expected revenue adjustment Down 2%. Obviously, China has been one of Apple’s main markets for many years. The delayed resumption and sales caused by the epidemic will undoubtedly have a greater impact on Apple’s stock price.
Can iPhone 9 and the new iPad Pro revive new quarter revenue?
Although Apple has adjusted its revenue expectations, Apple seems to be holding its spring event in March as usual, and may “IPhone 9”, new iPad Pro and “Apple Tags” UWB electronic trackers will be released.
The iPhone 9 name is back with a numeric suffix, but in fact it should be a long-rumored iPhone SE2.
From Look at the network exposure news , this phone goes cheap And the simple line, in addition to using the same iPhone 13 A13 processor, this product will be on the screen, camera configuration and iPhone8 is similar, but the price is only $ 400 (about 2780 yuan), which is half of the iPhone 11.
▲ iPhone XR and iPhone 8 series are still on sale
In this way, Apple will have two entry-level products below iPhone 11, one is the iPhone XR in 2018 and the other is May replace “iPhone 9” of iPhone 8 series.
But I believe that Apple will be more likely to take the iPhone 8 and iPhone XR off the shelves after the launch of the iPhone 9, Use the two gear configuration of the new machine to fill the vacancy of 3500-4500 yuan iPhone.
But compared to the previous iPhone 9, the news of the new iPad Pro has been less stable. There is news in the week that Apple will release a new iPad Pro at the autumn event in the second half of this year, but recently also Supply chain information indicates that the factory is already stocking large-sized iPads , so the new product should be released in the first half rather than the second half.
And Digitimes, one of the sources of exposure news, yesterday’s the article also mentions two new configurations of 12-inch and TOF three-shot, so Apple may release one this year. The new iPad Pro is used to replace the current 11.12.9-inch products.
Of course, we also do not rule out that it is possible that Digitimes editors mistakenly wrote 12.9 inches into 12 inches because We haven’t seen any parts of the “12-inch iPad Pro” exposed online.
In addition to the two new devices, the UWB label that has been circulated on the Internet for a long time will also be on Come out in half a year.
According to Tian Ming International analyst Guo Minghua ’s post yesterday Apple Research Report , China Huanxu Electronics will be responsible for the shipment of Apple’s UWB tags this year. Production will begin in Q2 and shipments in Q3 will begin around April to September this year.
If the spring event in March of this year can continue as usual, then Apple may also be at this event UWB electronic tracker announced and will be available later.
But for Apple, the most important thing right now is to restore capacity and sales as soon as possible, which is short The most effective way to increase revenue over time.
▲ Image from: AndroidPIT
Although Apple has been increasing the iPhone production line in recent years, the persistent virus has left factories lacking manpower and materials Supply, which makes the factory capacity recovery slower than Apple expected, so Apple can only help but say that “the global iPhone supply will be temporarily limited.”
According to the Nikkei news source report , the current iPhone’s capacity utilization rate is only about 30% -50%. Not only is the supply of active iPhones affected, but even the” new iPhone “, which may be released in March, also faces stocking obstacles due to delayed resumption of work.
爱 范 儿 It was introduced in yesterday ’s article . Although Apple supply chain companies and factories have started to resume work, factories such as Shenzhen Foxconn and Zhengzhou Foxconn still need at least 1-2 weeks to restore most of their production capacity. These factories It is precisely the main production line of the global iPhone.
▲ Picture from: First hand Video
via “First-hand Video” at the Foxconn Park in Zhengzhou on February 18th Interview video can see , although some local employees have been notified to return to work, the on-site security said” 4 days, 2 lines 1050 No one is full. ”
Before that, Foxconn Zhengzhou introduced a reward policy of 3,000 yuan for rework to attract more employees to work. However, as the current rework is limited to Zhengzhou, human resources in the assembly line are still Very nervous.
▲ Out of stock iPad mini5
In fact, in addition to the impact of iPhone supply, the author also recently discovered the iPad on the e-commerce platform And iPad mini models are also required due to online lessonsSeek to increase, and hang out the tags that are out of stock . Although the merchant indicated to the author that the stock would be replenished in a short period of time, the specific needs to be adjusted according to the resumption of the factory.
In addition, I saw from the Apple Store online store that the standard MacBook Pro and iMac are also available from The previous 1-3 days were extended to 5-7 days for delivery. If custom configuration is required, the delivery time is extended to mid-March.
The delivery time of AirPods Pro does not seem to be much affected, and the expected delivery time is still 30. Delivered in days.
However, limited supply is only one of the issues facing Apple.
▲ Rare, unmanned Apple Store, February 10 at Tianhuan Plaza
Since the Chinese New Year holiday this year, Apple has suspended the operation of 42 Apple Store stores in China. For health and safety reasons, these stores are closed for half a month (some stores opened on February 19 for a limited time), which is not conducive to product display and sales.
▲ Some Apple Stores are open at certain times
In addition, consumers ’desire to buy new products has also declined, although online Apple Store and They can book purchases through commercial channels, but more consumers will prefer the consumption method of offline experience first and then purchase.
The long-term closing of offline stores has greatly affected Apple’s product sales.
Apple ’s stock price in the Nasdaq trading on Tuesday after the release of the expected revenue adjustment Down 2%. Obviously, China has been one of Apple’s main markets for many years. The delayed resumption and sales caused by the epidemic will undoubtedly have a greater impact on Apple’s stock price.
Can iPhone 9 and the new iPad Pro revive new quarter revenue?
Although Apple has adjusted its revenue expectations, Apple seems to be holding its spring event in March as usual, and may “IPhone 9”, new iPad Pro and “Apple Tags” UWB electronic trackers will be released.
The iPhone 9 name is back with a numeric suffix, but in fact it should be a long-rumored iPhone SE2.
From Look at the network exposure news , this phone goes cheap And the simple line, in addition to using the same iPhone 13 A13 processor, this product will be on the screen, camera configuration and iPhone8 is similar, but the price is only $ 400 (about 2780 yuan), which is half of the iPhone 11.
▲ iPhone XR and iPhone 8 series are still on sale
In this way, Apple will have two entry-level products below iPhone 11, one is the iPhone XR in 2018 and the other is May replace “iPhone 9” of iPhone 8 series.
But I believe that Apple will be more likely to take the iPhone 8 and iPhone XR off the shelves after the launch of the iPhone 9, Use the two gear configuration of the new machine to fill the vacancy of 3500-4500 yuan iPhone.
But compared to the previous iPhone 9, the news of the new iPad Pro has been less stable. There is news in the week that Apple will release a new iPad Pro at the autumn event in the second half of this year, but recently also Supply chain information indicates that the factory is already stocking large-sized iPads , so the new product should be released in the first half rather than the second half.
And Digitimes, one of the sources of exposure news, yesterday’s the article also mentions two new configurations of 12-inch and TOF three-shot, so Apple may release one this year. The new iPad Pro is used to replace the current 11.12.9-inch products.
Of course, we also do not rule out that it is possible that Digitimes editors mistakenly wrote 12.9 inches into 12 inches because We haven’t seen any parts of the “12-inch iPad Pro” exposed online.
In addition to the two new devices, the UWB label that has been circulated on the Internet for a long time will also be on Come out in half a year.
According to Tian Ming International analyst Guo Minghua ’s post yesterday Apple Research Report , China Huanxu Electronics will be responsible for the shipment of Apple’s UWB tags this year. Production will begin in Q2 and shipments in Q3 will begin around April to September this year.
If the spring event in March of this year can continue as usual, then Apple may also be at this event UWB electronic tracker announced and will be available later.
But for Apple, the most important thing right now is to restore capacity and sales as soon as possible, which is short The most effective way to increase revenue over time.
▲ iPhone XR and iPhone 8 series are still on sale
In this way, Apple will have two entry-level products below iPhone 11, one is the iPhone XR in 2018 and the other is May replace “iPhone 9” of iPhone 8 series.
But I believe that Apple will be more likely to take the iPhone 8 and iPhone XR off the shelves after the launch of the iPhone 9, Use the two gear configuration of the new machine to fill the vacancy of 3500-4500 yuan iPhone.
But compared to the previous iPhone 9, the news of the new iPad Pro has been less stable. There is news in the week that Apple will release a new iPad Pro at the autumn event in the second half of this year, but recently also Supply chain information indicates that the factory is already stocking large-sized iPads , so the new product should be released in the first half rather than the second half.
And Digitimes, one of the sources of exposure news, yesterday’s the article also mentions two new configurations of 12-inch and TOF three-shot, so Apple may release one this year. The new iPad Pro is used to replace the current 11.12.9-inch products.
Of course, we also do not rule out that it is possible that Digitimes editors mistakenly wrote 12.9 inches into 12 inches because We haven’t seen any parts of the “12-inch iPad Pro” exposed online.
In addition to the two new devices, the UWB label that has been circulated on the Internet for a long time will also be on Come out in half a year.
According to Tian Ming International analyst Guo Minghua ’s post yesterday Apple Research Report , China Huanxu Electronics will be responsible for the shipment of Apple’s UWB tags this year. Production will begin in Q2 and shipments in Q3 will begin around April to September this year.
If the spring event in March of this year can continue as usual, then Apple may also be at this event UWB electronic tracker announced and will be available later.
But for Apple, the most important thing right now is to restore capacity and sales as soon as possible, which is short The most effective way to increase revenue over time.