Shipment courier

As high-end MacBook Pro shipping times slip into June, analyst Dan Ives says iPhone production has been hit hard this month

Bloomberg’s Mark Gurman has been a busy reporter lately and in his latest report this afternoon he points out that Apple customers are facing longer wait times for their new MacBook Pro laptops. The culprit, likely the COVID-19 lockdowns in China.

Apple’s supply-side time is certainly working overtime to keep its supply chain running smoothly during the COVID era — especially as China pursues a zero-tolerance policy for outbreaks. More than 30 Taiwanese companies, including laptop maker Apple Quanta Computer Inc., have halted production in China due to the lockdowns. In the case of Quanta, the company closed a factory in Shanghai to comply with government restrictions.

US consumers trying to order Apple’s latest high-end models are now seeing delivery estimates pushed back to June. And the date range for the low-end 14-inch MacBook Pro configuration was as late as May 26 from Wednesday. These wait times represent a jump from the past few days, before supply chain issues escalated again.

Apple’s highest-end MacBook Pro configuration – a $3,499 version with additional graphics cores and memory – is seeing shipping estimates through June 16 in the US. For more, read Bloomberg’s full report.

The BBC report added that restrictions in Shanghai are already starting to ease although Compal, one of Apple’s iPad suppliers, has seen a slowdown in business.

Dan Ives, an analyst at investment firm Wedbush Securities, said he expected the shutdowns to impact production. He estimated that production of 3 million iPhones has been affected so far this month, “with more to come if this continues”.

Ives added that “The Pegatron shutdowns throw fuel on the raging fire that is Apple’s supply chain and other parts of the iPhone ecosystem,” he said. “This amplifies supply chain issues for iPhones.

Mr Ives also told the BBC that production of 2 million iPads and 1 million MacBooks could also be affected.

Apple’s financial conference call is scheduled for April 28 at 2:00 PM PT and that’s when Apple’s CEO and CFO will hopefully provide us with some more color on production shutdown situation and more.