Apple today announced the financial report for the second quarter of 2021 and held an earnings conference call during which Cook was asked what he expects from the supply of Mac and iPad in the second half of this year. Cook said that he will not provide product-level details, but there will be supply issues affecting the iPad and Mac product lines.
“For the shortages that Luca said, these shortages mainly affect the iPad and Mac,” he said, “We expect there will be a supply threshold, not a demand threshold.” This problem is related to the chip shortage that has been affecting many technology companies. An analyst asked Cook when supply constraints might be eased and when the industry might overcome some supply problems. Cook said that it is difficult to give a good answer, but Apple will do its best to meet product demand.
Most of the problems are legacy nodes, not only in our industry but also in other industries. In order to accurately answer this question, we need to know the real needs of each participant and the changes in the next few months, so it is difficult to give a good answer. We have a good grasp of our own needs, but I don’t know what others are doing. We will do our best, this is what I can tell you.
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Apple’s chief financial officer Luca Maestri confirmed that Apple has seen the impact of chip shortages. Due to the supply constraints of iPad and Mac, revenue in the third quarter of 2021 will drop by approximately $3 to $4 billion. These restrictions come from semiconductor shortages that affect many industries. This is a combination of shortages and the very high demand levels we see for iPads and Macs.
Apple is preparing to release the new M1 iPad Pro and the new M1 iMac. There are rumors that the 12.9-inch M1 iPad Pro will be in short supply when it goes on sale this Friday, but this may be due to the mini-LED display. Screen problem.
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