Published ｜ Tiger Sniff Pro Member
Author ｜ Odin
As we all know, Apple ’s supply chain and product operation capabilities are well-known. Gartner, a world-renowned advisory body, selects 25 of the world’s best supply chain management companies every year, and Apple has won the honor of “Supply Chain Master” for 10 consecutive years. Apple’s CEO Tim Cook (Tim Cook), known as “Supply Chain Guru” by the well-known American business magazine “Forbes” (Forbes).
However, under the epidemic situation, it is such a powerful supply chain capability that has become Apple ’s constraint, even let it fall into a serious supply chain crisis. Most of Apple’s supply chain is distributed in Greater China, but China is plagued by the epidemic situation, so the resumption of work is slow, and shipments are greatly affected. In March, the iPhone in New York even started to be out of stock.
The story suddenly reversed in April. JP Morgan analyst Samik Chatterjee said in the report that the new coronavirus epidemic has affected Apple’s ability to continue to operate its retail stores. This year, iPhone sales will decline by 10% year-on-year. At the same time, Apple has also launched a major price reduction on the Chinese e-commerce channel, hoping to use this to destock and boost sales.
However, for the time being, it is unremarkable that iPhone shipments are weak. This article still wants to reveal Apple’s lifeline on the supply chain.
Why with Apple ’s funds and scale, and with Cook ’s ability, would actually encounter Waterloo in their own strengths—the supply chain? This time Tiger Sniff Pro will deeply discuss how Apple’s supply chain works, and analyze the overall problems facing modern industrial production through its supply chain characteristics.
# This article is Tiger Sniff Pro Member