Coronavirus outbreak impact: Apple warns of iPhone supply constraints


Apple has warned of iPhone supply constraints due to the coronavirus outbreak. And the iPhone is not the only Apple device whose production is being disrupted by the epidemic, as manufacturers are unlikely to start volume production as scheduled in early second-quarter 2020 for a new entry-level version of the AirPods Pro. One of the reasons for the production delays is components shortages. For consumer notebook makers, PCB supply is falling short. The outbreak has also been chilling domestic demand in China, and the local PC DIY market is bracing for a 50% or more plunge in motherboard and graphics cards sales in the first quarter.

Production of entry-level AirPods Pro devices may be delayed, say sources: Production of an entry-level version of Apple's AirPods Pro now looks unable to kick off in early second-quarter 2020 as planned due to the coronavirus outbreak, according to sources from supply chain makers.

Consumer notebook PCB supply falling short: PCB supply for notebooks, especially consumer models, has become tight as production at many small and medium-sized Chinese makers is being hard hit by the coronavirus outbreak, posing risks of shipment disruptions to major ODMs, according to industry sources.

Mobo, graphics card sales in China to halve in 1Q20: Motherboard and graphics card sales in China are expected to plunge 50% or more in the first quarter of 2020, according to sources at local channel distributors, who also expressed pessimism about the sales outlook for the second quarter.