'iPhone 12' production may fall behind schedule because of coronavirus

Posted:
in General Discussion
Apple may be shifting production of the "iPhone SE 2" to Taiwan while "iPhone 12" production could slip behind schedule, according to questionable speculation from within the supply chain.

Foxconn factories remain understaffed to deal with the coronavirus outbreak
Foxconn factories remain understaffed to deal with the coronavirus outbreak


As the Coronavirus continues to move across mainland China, electronic manufacturers struggle to maintain the balance between moving forward as usual, or suspending operations to lessen disease impact.

According to DigiTimes, Apple has shifted the production of the "iPhone SE 2" to Taiwan, where the Coronavirus has not made significant impact.

According to unnamed sources, DigiTimes believes that the "iPhone 12" is unlikely to enter production in June. They also report that Apple has stopped sending engineers to China to help develop the "iPhone 12". Apple has restricted business travel to China, as discussed by Tim Cook in late January.

DigiTimes track record on predicting Apple product specifics or release timing is notoriously bad. However, it does have a decent track record on examining the supply chain. Wednesday's report falls somewhere in between the extremes of the publication's accuracy record.

That said, Apple analyst Ming-Chi Kuo has seen significant uncertainty surrounding iPhone production in China because of the ongoing coronavirus. In an earlier report, he has detailed what he sees so far at Apple assemblers Foxconn and Pegatron.

Kuo believes that Apple has begun manufacturing of the "iPhone 12" in Shenzhen, and that factory has remained staffed to some capacity since the outbreak began. Even with Foxconn struggling to find its footing, Apple has alternative sources, although with smaller output capacities, in Taiwan and India.

Other Apple products, such as AirPods, have begun to see delays related to the 2019 Coronavirus. Apple suppliers are reporting that they don't have enough material or labor needed to assemble products.

Comments

  • Reply 1 of 11
    eightzeroeightzero Posts: 3,069member
    Really hoping that Tim doesn't blurt out in despair, "I'm sick of the coronavirus!"


  • Reply 2 of 11
    1348513485 Posts: 347member
    The key word is: "may".

    The data is scarce and not at all reliable.
  • Reply 3 of 11
    spice-boyspice-boy Posts: 1,450member
    I hope it does, you can all live a few months longer without the newest iPhone, tens of thousands won't live to see that iPhone get a grip. 
  • Reply 4 of 11
    blastdoorblastdoor Posts: 3,297member
    spice-boy said:
    I hope it does, you can all live a few months longer without the newest iPhone, tens of thousands won't live to see that iPhone get a grip. 
    Annual global deaths from the seasonal flu: between 291,000 and 646,000
    https://www.medicinenet.com/script/main/art.asp?articlekey=208914

    Annual global deaths from traffic accidents: about 1.25 million
    https://www.asirt.org/safe-travel/road-safety-facts/

    So... clearly China should ban cars and keep everyone locked in their houses until the flu goes away. 

    JWSC
  • Reply 5 of 11
    blastdoor said:
    spice-boy said:
    I hope it does, you can all live a few months longer without the newest iPhone, tens of thousands won't live to see that iPhone get a grip. 
    Annual global deaths from the seasonal flu: between 291,000 and 646,000
    https://www.medicinenet.com/script/main/art.asp?articlekey=208914

    Annual global deaths from traffic accidents: about 1.25 million
    https://www.asirt.org/safe-travel/road-safety-facts/

    So... clearly China should ban cars and keep everyone locked in their houses until the flu goes away. 

    It’s not that simple, this new virus has a 3% fatality rate in a controlled environment.  If it spreads outside of China that’s going to climb.  If it becomes like the flu virus (mutating/seasonal) who knows how many it kills.

    At the end of this year, the global population will be about 8 billion.  3% of 8 billion is 240 million

    This is why you see barely anyone the streets in China.  Every time one of these virus’s appear they have the potential to be devastating.

    The odds are good something like that won’t happen.  But even a .01% chance is no joke.
    JWSC
  • Reply 6 of 11
    Mike WuertheleMike Wuerthele Posts: 6,861administrator
    blastdoor said:
    spice-boy said:
    I hope it does, you can all live a few months longer without the newest iPhone, tens of thousands won't live to see that iPhone get a grip. 
    Annual global deaths from the seasonal flu: between 291,000 and 646,000
    https://www.medicinenet.com/script/main/art.asp?articlekey=208914

    Annual global deaths from traffic accidents: about 1.25 million
    https://www.asirt.org/safe-travel/road-safety-facts/

    So... clearly China should ban cars and keep everyone locked in their houses until the flu goes away. 

    It’s not that simple, this new virus has a 3% fatality rate in a controlled environment.  If it spreads outside of China that’s going to climb.  If it becomes like the flu virus (mutating/seasonal) who knows how many it kills.

    At the end of this year, the global population will be about 8 billion.  3% of 8 billion is 240 million

    This is why you see barely anyone the streets in China.  Every time one of these virus’s appear they have the potential to be devastating.

    The odds are good something like that won’t happen.  But even a .01% chance is no joke.
    Coronavirus is also on top of an already potent flu season.
  • Reply 7 of 11
    spice-boyspice-boy Posts: 1,450member
    blastdoor said:
    spice-boy said:
    I hope it does, you can all live a few months longer without the newest iPhone, tens of thousands won't live to see that iPhone get a grip. 
    Annual global deaths from the seasonal flu: between 291,000 and 646,000
    https://www.medicinenet.com/script/main/art.asp?articlekey=208914

    Annual global deaths from traffic accidents: about 1.25 million
    https://www.asirt.org/safe-travel/road-safety-facts/

    So... clearly China should ban cars and keep everyone locked in their houses until the flu goes away. 

    You are making a point that those deaths don't matter since they are "less in number" than deaths by automobiles? What a monster.
  • Reply 8 of 11
    blastdoor said:
    spice-boy said:
    I hope it does, you can all live a few months longer without the newest iPhone, tens of thousands won't live to see that iPhone get a grip. 
    Annual global deaths from the seasonal flu: between 291,000 and 646,000
    https://www.medicinenet.com/script/main/art.asp?articlekey=208914

    Annual global deaths from traffic accidents: about 1.25 million
    https://www.asirt.org/safe-travel/road-safety-facts/

    So... clearly China should ban cars and keep everyone locked in their houses until the flu goes away. 

    This is the wrong take. We’re still learning a lot about this virus. Keeping it contained is essential to avoiding a global pandemic at this point. And before throwing around numbers, it’s important to remember that the Spanish flu (misnomer as it most likely also originated in China) originated like a typical flu epidemic before it mutated and came back in a second wave that was far, far deadlier than the first. Estimates of 50-100 million people died, which makes the seasonal flu look pretty tame to me. 

    This is irresponsible whataboutism. 
    anantksundaram
  • Reply 9 of 11
    blastdoor said:
    spice-boy said:
    I hope it does, you can all live a few months longer without the newest iPhone, tens of thousands won't live to see that iPhone get a grip. 
    Annual global deaths from the seasonal flu: between 291,000 and 646,000
    https://www.medicinenet.com/script/main/art.asp?articlekey=208914

    Annual global deaths from traffic accidents: about 1.25 million
    https://www.asirt.org/safe-travel/road-safety-facts/

    So... clearly China should ban cars and keep everyone locked in their houses until the flu goes away. 

    Silly comment. You should be factoring in the rate of this virus spreading. Today, there are over 14,000 new cases - 10 times that of yesterday new cases. 

    Chinese are not idiots to jeopardize their economy over nothing. They know exactly how deadly this virus is. Wait and see. 
    fastasleepanantksundaram
  • Reply 10 of 11
    blastdoorblastdoor Posts: 3,297member
    blastdoor said:
    spice-boy said:
    I hope it does, you can all live a few months longer without the newest iPhone, tens of thousands won't live to see that iPhone get a grip. 
    Annual global deaths from the seasonal flu: between 291,000 and 646,000
    https://www.medicinenet.com/script/main/art.asp?articlekey=208914

    Annual global deaths from traffic accidents: about 1.25 million
    https://www.asirt.org/safe-travel/road-safety-facts/

    So... clearly China should ban cars and keep everyone locked in their houses until the flu goes away. 

    It’s not that simple, this new virus has a 3% fatality rate in a controlled environment.  If it spreads outside of China that’s going to climb.  If it becomes like the flu virus (mutating/seasonal) who knows how many it kills.

    At the end of this year, the global population will be about 8 billion.  3% of 8 billion is 240 million

    This is why you see barely anyone the streets in China.  Every time one of these virus’s appear they have the potential to be devastating.

    The odds are good something like that won’t happen.  But even a .01% chance is no joke.
    We don't know the fatality rate because it's easier to get the numerator (number of deaths) than the denominator (number of cases). H1N1 started out with an apparent mortality rate about the same as this, but later fell to a rate lower than the seasonal flu. 

    The reason you see nobody on the streets in China is that China's government is not driven by evidence/science, but fear -- specifically, fear of losing power. Their initial response of suppressing the doctor who warned about the disease was driven by fear. That was an extreme overreaction, and this new response is an extreme overreaction in the other direction. This is an illegitimate regime, paranoid about its illegitimacy, desperate to try and control what everyone does and thinks in order to hold onto power. Everything they do has to be viewed through that lens.
  • Reply 11 of 11
    blastdoorblastdoor Posts: 3,297member
    spice-boy said:
    blastdoor said:
    spice-boy said:
    I hope it does, you can all live a few months longer without the newest iPhone, tens of thousands won't live to see that iPhone get a grip. 
    Annual global deaths from the seasonal flu: between 291,000 and 646,000
    https://www.medicinenet.com/script/main/art.asp?articlekey=208914

    Annual global deaths from traffic accidents: about 1.25 million
    https://www.asirt.org/safe-travel/road-safety-facts/

    So... clearly China should ban cars and keep everyone locked in their houses until the flu goes away. 

    You are making a point that those deaths don't matter since they are "less in number" than deaths by automobiles? What a monster.
    All deaths matter. Nowhere did I say that deaths don't matter. That is an imputation, drawn out of the monster lurking in your own subconscious. Your own monster made that up, and projected it onto my post. Look in the mirror, friend -- the monster is looking back at you. 

    Death cannot be stopped by an authoritarian government displaying its authority and restricting freedom even more than it already does. The Chinese government, along with others of an authoritarian mindset, think that the solution to all problems is to lock people up, stop people from talking. Every once in a while that might be a little bit true, but mostly it's not. 

    My point was that the authoritarian solution is ridiculous. By way of example, it would be ridiculous to ban automobiles and lock everyone in their houses. More people would die from that than die from car crashes and the flu. 

    The broader point is that there are always tradeoffs. Killing a roach by hitting it with a hammer is a bad idea if the roach is on your forehead. Unintended consequences. 
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