Apple has just released record results for the second quarter of 2021. On the other hand, the company is also warning its users of possible future supply shortages affecting the Mac and iPad ranges.
Speaking to analysts and investors, Tim Cook, Apple CEO, explained that he does not foresee any supply concerns in the second quarter of this year, as the firm has managed to secure enough semi- conductors. On the other hand, and despite record results, shortages supply are to be expected on the ranges Mac and iPad, from the third quarter 2021.
Apple finally impacted by the semiconductor shortage?
« We expect supply to be controlled and not demand Tim Cook said during the call with investors and analysts. ” These shortages will mainly affect the iPad and Mac », he added. If the firm had succeeded in meeting demand so far, Tim Cook warns of Mac and iPad shortages are expected by the end of the year.
Despite a semiconductor shortage affecting the entire industry and a sharp increase in demand for Apple products, Tim Cook took the opportunity to congratulate himself on the fact that the firm had managed to honor its supplies so far.
Indeed, Apple has largely been able to secure 5nm chip production that she needed, like Huawei. But the problem lies in the production of other components. As analyst Ben Bajarin noted, production issues can affect a variety of companies and components, as the machines produced involve many assemblies, materials and parts.
Supply shortages in the third fiscal quarter will therefore mainly have an impact on Mac and iPad products, according to Cook and Apple CFO Luca Maestri. In fact, the iPhone 13, which should be released by the end of the year, should not be affected. On the other hand and according to Maestri, these constraints could cost the company between 3 and 4 billion dollars in revenue for the third fiscal quarter.
Remember that Apple is preparing to market new versions of the iMac 24 ″ and the iPad Pro, with pre-orders starting on Friday, April 30. Apple did not provide detailed information on the availability of these new products, explaining only that the first orders will arrive in the second half of May.