Why this Apple product faces the tightest supply situation?


Component shortages and production stoppages have come to haunt consumer electronics companies, and Apple, Inc. AAPL seems to be no exception.

Most turnaround times stable: Turnaround time, the time between placing an order and delivery of the product, has been stable for most Apple products between April and May, said Gene Munster, co-founder of Loup Funds.

Apple cites an average turnaround time of 11 days for the products it launched last fall and two new products launched in the spring of 2022 in six countries, the analyst noted. This compares to 7 days observed in early April, he added.

The lead time of the iPad has improved from 25 days in April to 18 days in May, according to the analyst. The delivery time of the iPad Mini improved from 2 days to 1.2 days, according to the analyst.

Mac Studio’s turnaround time also improved from 19.4 days in April to 15.5 days in May, Munster said. The lead time of new iPhone SE decreased from 2 days to 1.2 days, according to the analyst.

However, turnaround times for the iPhone 13 Pro have increased from “same day” to 1.5 days, he noted.

Related link: This hidden iPhone, iPad feature can really improve your audio and video calling experience

MacBook Pro in acute supply shortage: The MacBook Pro has the smallest supply of the nine Apple hardware products followed by Loup, Munster said. Product turnaround time averaged 56.7 days in May, compared to 9 days in April, he added. Mac, the analyst noted, accounted for about 10% of Apple’s revenue.

Apple analyst Ming-Chi Kuo of TFI Securities tweeted in mid-May that delivery times for high-end MacBook Pros have been extended by three to five weeks after the Chinese lockdowns. The analyst noted that Taiwan-based Quanta Computer is the exclusive supplier of MacBooks. It has eight factories in Shanghai, the epicenter of China’s COVID resurgence.

Apple closed Friday’s session up 0.17% to $137.59, according to data from Benzinga Pro.


This post Why this Apple product faces the tightest supply situation? was original published at “https://www.benzinga.com/analyst-ratings/analyst-color/22/05/27337205/this-apple-product-is-facing-tightest-supply-situation”

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