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As far as the lead time, which is the time from ordering to delivery of the product, is seen, the Mac and Apple Watch have supply restrictions, but the overall impact is modest, says JP Morgan’s Anna. The list is analyzing.
Supply restrictions relaxed more than Apple thinks
According to JP Morgan’s Samic Chatterjee, when Apple’s lead time was examined, it was found that the lead time of Mac is less than one month, iPad is 12 days, and AirPods is 2 days. Lead time, which is the time from product conception to delivery, is not always an accurate evaluation of demand, but it is possible to clarify the balance between supply and demand.
Apple’s most important product, the iPhone, has an average lead time of four days worldwide.
Short lead times for Apple products mean that Apple’s April-June supply restrictions were somewhat relaxed compared to Apple’s warnings, Chatterjee said. .. Apple had previously informed investors that supply problems could impact revenues of $ 4 billion to $ 6 billion.
What is the lead time situation around the world?
In the United States, lead times for other products have been eased, but the time it takes for the Apple Watch to arrive has increased. In Western Europe, the lead time for iPhone and AirPods is less than a week, but the lead times for other products tend to increase.
In Japan, Apple Watch and iPhone lead times are longer, but Macs are shorter.
Source: AppleInsider
Photo: Apple
(lexi)
Source: iPhone Mania