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Apple device shortages threaten to undercut what could otherwise be a record-setting holiday season for the company, reports Bloomberg's Mark Gurman.

macbook-airpods-iphone.png

Not long after Apple's iPhone 13 launch in September, shipping estimates for all models began slipping by several weeks. This trend was replicated for the iPad mini, ninth-generation iPad, Apple Watch Series 7, and most recently, Apple's new MacBook Pro models, all of which now show delivery times running into November or December. Even Apple's much-derided $19 polishing cloth is sold out until late next month.

Shipping delays for new Apple products aren't a new phenomenon, but several relatively older Apple products have been experiencing delayed shipping times since the first half of September, including the iPhone 11, iPhone 12, M1 Mac models, the 24-inch iMac, and across the Apple Watch lineup.

However, in a year when Apple should be seeing one of its largest product upgrade cycles ever, suppliers simply can't keep up with the pent-up demand.
The iPhone -- Apple’s flagship product, accounting for about half of its sales -- is the highest-profile case of shortages. One month after going on sale, the iPhone 13 Pro is hard to find in every color, configuration and size. That's not usually the case, according to Apple store employees, some of whom say they're increasingly dealing with frustrated customers.
The report highlights certain components that Apple has found particularly hard to get, including chips from Broadcom and Texas Instruments. During the company's third-quarter earnings call, Apple CEO Tim Cook warned that the chip shortage that has plagued the industry for the last few months would impact iPhone shipments this year.

While Cook was likely referencing constraints with the upcoming iPhone 13, the shortage appears to have crept into other product lines. Apple still has time to correct the supply-demand imbalance before the end of December, but Gurman's report suggests the delays in shipping older products are a "troubling sign."

On the positive side, Apple products like AirPods, the HomePod mini, AirTags, and the Apple TV remain available for near-immediate shipment, which Gurman describes as "stocking fillers" for those on the lookout for anything Apple-related to gift to someone this holiday season.

Article Link: Bloomberg: Apple's Potentially Biggest Sales Quarter in History Threatened by Device Shortages
 

dantracht

macrumors 6502a
Sep 19, 2013
942
2,856
Ya know....I was all set to upgrade my 11PM to a 13PM next week, but now it says not arriving until the end of November. I don't mind waiting for my M1 Max MBP until Thanksgiving, but if the phone is going to take that long.....might as well wait for the 14PM.

Sheesh.
 

Seanm87

macrumors 68000
Oct 10, 2014
1,714
3,000
Delayed shipping doesn’t necessarily mean less sales. I can imagine lots of people that have been waiting for the new MBPs don’t mind waiting a bit longer to get their hands on them.

It can do. Especially if other retailers have them in stock. I ordered an M1 MacBook Air last year that wasn’t due to arrive for 6 weeks, but managed to get elsewhere almost immediately.

I know its still a sale for apple but they don’t get the full profit.
 
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BigSmurf

macrumors member
Feb 6, 2018
83
128
Ordered my mbp literally moments after the end of the keynote. Happy that it will be delivered next week. Not exactly an impulse buy, I was waiting for it to be released to replace my almost 8 year old Air.
 
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DelayedGratificationGene

macrumors 6502
Jan 11, 2020
371
782
lol….we’re not talking McDonalds here folks…there is no demand destruction for Apple products….pushing your purchase out 1-2 months is going to happen. Maybe more products will be bought during the wait as anxiety builds
 

GuruZac

macrumors 68020
Sep 9, 2015
2,027
4,580
Ya know....I was all set to upgrade my 11PM to a 13PM next week, but now it says not arriving until the end of November. I don't mind waiting for my M1 Max MBP until Thanksgiving, but if the phone is going to take that long.....might as well wait for the 14PM.

Sheesh.
I mean, the 13PM will only be 2 months old by end of November, still plenty of time with new device.

Honestly, I would tamper expectations next year any way. Even though this was an S cycle type upgrade, the 13 Pro delivered on so many key areas that next years phones will likely not be big steps unless the look is most important, and even then, it’ll likely still be a flat edged notched design with massive cameras in the back.
 

Shirasaki

macrumors G5
May 16, 2015
12,413
6,413
Bloomberg, which tech company that manufactures hardware not impacted by global chip shortage? Why Apple being impacted is so special all of a sudden? Plus, those machines are powerful nonetheless. Once supply meets, demand will come. Why bother lingering around an issue originated by global pandemic and say this? Is apple not having a world record sales number for a few quarters because of situations clearly beyond their control this bad that Apple is being “threatened”? Get a grip and stop fear-mongering.
 

Orange Bat

macrumors 6502
Mar 21, 2021
264
644
I ordered my 13PM on October 2 and got estimated shipping of November 4-11. Shortly after I read some comments from people saying that their phones shipped earlier for them, so I had hope that maybe I’d get mine a little earlier. While it could still happen, it hasn’t yet. Nearly 20 days after ordering and the estimated shipping is still the same. I don’t mind so much as this is the quickest I’ve ever ordered a phone after its announcement, even with the month long wait. But it would still be awesome to get it sooner rather than later.

What this means for other things right now is that I’m just going to wait things out until after winter. I need the phone, but I can hold off on a new laptop, a watch, or AirPods until next year once all of these issues are figured out. The new laptops, especially, won’t be updated for probably a couple of years, so I’m not worried that I’ll come up against an update cycle any time soon.
 

Shirasaki

macrumors G5
May 16, 2015
12,413
6,413
In a few decades, perhaps sooner, we will look back through the smoke and smog and wonder why we demanded, and apple supplied, hundreds of millions of iphones every year at such great environmental cost
And proceed to not fix the damage anyways. It’s just how it is.
 
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DelayedGratificationGene

macrumors 6502
Jan 11, 2020
371
782
Bloomberg, which tech company that manufactures hardware not impacted by global chip shortage? Why Apple being impacted is so special all of a sudden? Plus, those machines are powerful nonetheless. Once supply meets, demand will come. Why bother lingering around an issue originated by global pandemic and say this? Is apple not having a world record sales number for a few quarters because of situations clearly beyond their control this bad that Apple is being “threatened”? Get a grip and stop fear-mongering.
The media loves FEAR….they thank the maker every day for its creation of FEAR
 
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