Credit Suisse analysts said in a report this week that when it comes to recovering from the impact of epidemic prevention and control measures, Apple's supply chain has a brighter future than the Android mobile phone camp Credit Suisse research analyst Huang Xiang and his team said in the report: "the overall production of hardware may gradually return to the normal level in June / July. The prospect of Apple's supply chain will be brighter than the Android camp, and the demand problem of semiconductors will be more than the supply problem."
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Talking about iphone Affected by the epidemic, the report pointed out: "our inspection shows that the production plan of iPhone 14 remains unchanged, but the initial production will be reduced, which may be due to the production delay of some models or the shortage of some parts / chips. We believe that the overall production orders of the new models will be the same as last year, but the final production may be different due to the supply interruption.
Previously, famous Apple Guomingpei, an analyst, said that Apple has not changed the shipment plan of the iPhone 14 model because of the epidemic. Although the iPhone 14 Max is behind the plan, it is still controllable. Suppliers can work overtime to catch up with the progress. It is believed that the challenge of the iPhone 14 will come from the demand side, not the supply side.