Applefromi phonebe a supplierFoxconnimposed movement restrictions on employees at its main iPhone assembly plant in Zhengzhou, Henan Province, China, to prevent the spread of the novel coronavirus around October 20.
This action restriction measure (closed circuit)i phoneTF International Securities analyst Ming-Chi Kuo, who is familiar with Apple-related information, posted the results of an impact survey on Twitter.
The iPhone production cut plan has been postponed
According to Kuo,Foxconnoriginally planned to gradually reduce iPhone production in November-December 2022 to meet seasonal demand.
However, restrictions placed on workers at the Zhengzhou iPhone factory have postponed plans to curtail iPhone production, Kuo said.
Limited impact of movement restriction measures
According to him, more than 10% of the iPhones produced in the world are affected by the Foxconn plant in Zhengzhou.
However, the measures will not change iPhone supply chain shipping plans, and Foxconn’s production capacity will recover within weeks, and the impact on iPhone shipments in the fourth quarter (October-December) of 2022 will be limited. things, Mr. Kuo is watching.
Pegatron and Luxshare begin producing Pro models
Meanwhile, Apple, with Pegatron and Luxshare ICT,iPhone14Discussions to convert iPhone 14 Plus production line to iPhone 14 Pro and iPhone 14 Pro Maxit is proceeding. Luxshare ICT will do it sooniPhone 14 Pro is expected to begin shipping in the first quarter of 2023 (January to March)is.
Source:Ming-Chi Kuo / Twitter,Bloomberg
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