Apple confirms supply constraints for iPad and Mac in second half of the year

Sales of the iPad and MacBook models are likely to be affected in the following months.

Apple revealed that there would be supply constraints for the iPad and Mac in the second half of the year due to the ongoing chip shortages worldwide. Apple CFO Luca Maestri added that the supply constraints would lead to a revenue decline of $3 to $4 billion in Q3 2021.

Nikkei Asia reported earlier this month that production of some iPads and MacBooks has been delayed. TSMC, the world’s biggest semiconductor foundry claims the chip shortage will last through 2022. Foxconn believes it will last until at least Q2 2022.

Phone shipments are expected to be hit this year with Qualcomm struggling to meet demand for its mobile chips. Samsung is reportedly considering to skip the Galaxy Note this year due to “serious imbalance” of chips. Routers are also affected with some brands seeing delays of more than a year. 

Mass production of Apple's next generation Mac chipsets is said to have started this month. New MacBooks powered by the upcoming chipset are expected to ship as early as July.

Source: MacRumours