According to the latest industry report, Apple's MacBook Pro assembly plant in China is unlikely to return to its pre shutdown production level by July due to the continuous shortage of manpower and logistics problems. According to DIGITIMES, citing supply chain sources, notebook manufacturers in major cities in eastern China have resumed operations after the recent gradual relaxation of epidemic prevention measures, but notebook manufacturers in Shanghai are currently operating at only 10-20% of their production capacity.
Shanghai is the operation base of quanta computer, which is Apple's high-end MacBook As the sole supplier of the pro model, the delivery time of MacBook Pro has increased by three to five weeks since China began epidemic prevention and control. Some MacBook Pro configurations will not be delivered until the end of June and early July.
According to the report, Shanghai factories still feel the impact of restrictions because only assembly workers and workers living in dormitories are allowed to return to production facilities to work. At the same time, it is said that many components are trapped on container ships waiting to enter the port. Before these products are cleared and transported to customers, the production facilities cannot operate at full speed, and the pulling force is far lower than expected.
Many apple customers who placed orders are waiting to receive MacBook Pro models ordered in March and April, but the delivery time of their orders is greatly delayed due to Apple's supply problems, which is expected to affect Apple's product sales in the third quarter of 2022.
Apple has admitted that the supply interruption and chip shortage caused by China's epidemic prevention measures will continue to make it difficult to manufacture enough products to meet the strong demand of consumers, which will eventually affect Apple's revenue in June.