The Supply Chain Matters blog updates readers with newer, and more concerning news concerning an ongoing production disruption occurring at Foxconn’s largest Apple iPhone production facility.
Supply Chain Matters highlights Q1-2022 financial performance reported by Amazon, Apple and Intel, along with the supply chain disruption message being communicated by company executives.
The Supply Chain Matters blog highlights a report indicating that Apple is facing the need to cut its planned 2021 production targets for the newly released iPhone13 because of semiconductor chip shortages.
The Supply Chain Matters blog provides added perspective on Apple’s reported Q2-2021 profit explosion and the realities of the company’s significant market and global supply network influence.
The Supply Chain Matters blog highlights multiple reports that angry workers at the Wistron production facility located in southern India rioted on Saturday over alleged working conditions resulting in potentially costly physical and reputational damage to the facility.
Apple Leverages Clout and Influence to Attempt Aggressive New Product Introductions Within the Shadows of COVID-19
The Supply Chain Matters blog highlights Apple’s planned 2020 new product introductions and speculates how the consumer electronics giant will leverage its aggressiveness and clout to overcome likely COVID-19 related challenges and constraints.
The Supply Chain Matters blog calls attention to a published report exposing Apple’s procurement management practices which are not necessarily collaborative, and which is certain to fuel ongoing debate as to whether extracting aggressive cost savings from suppliers adds to sustaining product innovation.
The Supply Chain Matters blog provides highlights of more definitive reports indicating that Apple’s is indeed assessing a shift of some of its iPhone and other consumer electronics manufacturing out of China. The effort appears in an assessment phase for upwards of 30 percent of current production, and if consummated could result in a permanent shifting of some manufacturing sourcing.
According to a published report, Foxconn Technology Group, Apple’s prime contract manufacturer is ready to shift production out of China if becomes necessary. The revelation came in the contract manufacturer’s first-ever investor meeting and conference call.
Breaking News: Apple Resets Revenue Expectations for the Holiday Quarter in a Thud Heard Round the World
In a direct letter to Apple investors, Apple CEO Tim Cook dramatically lowered revenue guidance by $5 billion for the current fiscal quarter that ended on December 31. He further pointed to revenue expectations hampered by supply network constraints.
The Supply Chain Matters blog highlights added reports related to reduced long-term demand for Apple iPhones, the consequent implications across Apple’s supplier networks, and a likely broader concern for high-tech and consumer electronics supply networks in 2019.
Financial headlines this week are keenly focused on a building decline in technology stocks being led by Apple and its perceived shifting of iPhone product strategy that is now cascading across the hardware supply network.