Apple just now feeling global chip shortage, while rivals suffer
New research claims that while Apple is beginning to feel the impact of the global chip shortage, it is faring better than rivals, and will see substantial market gains as a result of pre-planning.
Early on in the global chip shortage, it was suggested that Apple's scale and buying power could mean it would benefit from better component pricing. Later, Apple was still seen as being relatively unaffected, but more recently it has seen availability issues with vital components, such as for the MacBook Pro.
Now a new report says again that companies such as Samsung are being harder hit. The Information reports on a study by Wave7 Research that found a marked increase in shortages of smartphone inventory in stores.
Some 37 sales representatives at wireless retail stores across the States, were surveyed. Shortages of smartphones in stock were reported by 70% of them for August, up from 45% in June, and 28% in May. No details of a July survey were reported.
Separate research from Canalys showed that Apple's share of global smartphone shipments in the first half of 2021 rose to 62%, compared to 53% for the same period in 2020.
Similarly, Counterpoint Research claims that 5G demand drove Apple to capturing 57% of the $400+ smartphone market in Q2 2021, and nearly 75% of the $800+ market.
Apple has not commented on The Information's report, or Wave7's research. However, both Verizon and Samsung told the publication that there had been problems.
"In a small number of cases, while order fulfillment for some devices may be experiencing temporary delays," a spokesperson for Verizon told The Information, "we are working to mitigate any impact, and order fulfillment should return to normal levels sooner than later."
A Samsung spokesperson said that the firm was "making our best efforts to mitigate" the impact of chip shortages.
Read on AppleInsider
Early on in the global chip shortage, it was suggested that Apple's scale and buying power could mean it would benefit from better component pricing. Later, Apple was still seen as being relatively unaffected, but more recently it has seen availability issues with vital components, such as for the MacBook Pro.
Now a new report says again that companies such as Samsung are being harder hit. The Information reports on a study by Wave7 Research that found a marked increase in shortages of smartphone inventory in stores.
Some 37 sales representatives at wireless retail stores across the States, were surveyed. Shortages of smartphones in stock were reported by 70% of them for August, up from 45% in June, and 28% in May. No details of a July survey were reported.
Separate research from Canalys showed that Apple's share of global smartphone shipments in the first half of 2021 rose to 62%, compared to 53% for the same period in 2020.
Similarly, Counterpoint Research claims that 5G demand drove Apple to capturing 57% of the $400+ smartphone market in Q2 2021, and nearly 75% of the $800+ market.
Apple has not commented on The Information's report, or Wave7's research. However, both Verizon and Samsung told the publication that there had been problems.
"In a small number of cases, while order fulfillment for some devices may be experiencing temporary delays," a spokesperson for Verizon told The Information, "we are working to mitigate any impact, and order fulfillment should return to normal levels sooner than later."
A Samsung spokesperson said that the firm was "making our best efforts to mitigate" the impact of chip shortages.
Read on AppleInsider
Comments
while Apple does buy from Chinese suppliers, it isn’t the majority of what goes into their products. And don’t confuse assembly of products to manufacture of products.
a products sell price is normally between 2.5 to 3.5 of the cost of the parts, which falls in line with expectations. If Apple spend $60 billion in the USA for this last year, and sales were around $230 billion, including software and services, that certainly falls in line with that.
an example would be the Corning glass Apple uses. Corning makes the sheets, but despite Apple trying to get them to cut it into sizes for Apple’s products, Corning has continued to refuse (that goes for every manufacturer of phones using their glass). So what happens? The glass is shipped to China where a company to cut it was set up by a woman years ago for that purpose. The value equation is that the glass itself is worth about ten times the value of the cutting it.