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The supply of iPhone 11 models in New York City is dwindling, according to a report from the New York Post. The constrained supply is likely due to the ongoing effects of COVID-19.

iphonelineupguide.jpg

Wireless retailers, in particular, are either out of stock or are facing low numbers of iPhone 11 and iPhone 11 Pro models. According to the report, many retail employees believe the cause of the shortage is due to "low stock and infrequent shipments, with little guidance as to when things might get back to normal."

According to an AT&T employee, iPhone inventory is low because carriers are storing the devices in warehouses instead of in retail stores. This could be an effort to control the supply chain in case of any major device shortages. The employee added, however, that customers could arrange a two-day delivery on devices requested in store.

The effects of COVID-19 are being felt across the globe. Amid coronavirus concerns this week, SXSW 2020 has been canceled and Apple has encouraged its employees in Silicon Valley to work from home.

Article Link: iPhone 11 Models Seeing Shortages in NYC
 
Apple warned that they won't be meeting this quarter's revenue guidance. So far, this is just further evidence. For how much longer after that this situation affects them, I don't think anyone, not even Apple, will know.
 
There have been posts that say Apple is too dependent on China. It seems much if the the world is dependent on China.

But of course. Everything is Apple’s fault.

Nothing will change even after the virus mess is over

Why should it?

People seem to forget that investing in China was what allowed Apple to grow to be so large in the first place, for the simple reason that no other country seems to have the capability to churn out 200+ million iPhones every year.

Once in a while, you get a hiccup like this, which should eventually blow over, but by and large, Apple can simply absorb the loss and still come out ahead overall.
 
Picked up some extra essential PC parts since it's expected supply will be low and prices increasing.
 
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As it currently stands, I believe Apple will "announce" their 2020 Flagship models the last week of Oct, just BEFORE their 4Q20 Earnings Call either later that week, OR early the next.

"Release" for those 2020 Flagship models is anyone's guess, but probably 1-2 months AFTER that (at the earliest).

There is probably a 50% chance today that there will be NO 2020 Flagship models "released" in CY2020 !

Apple's well-oiled manufacturing machine has more OR less come to a complete halt !
 
Still wonder a bit if some of the mystery occurrences of COVID-19 cropping up could be from things assembled/packed by someone who was ill in China and the virus managed to survive transit, until someone opened it. Not as a common thing (otherwise it’d be all over the place), but as a rare/freak occurrence.
 
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Still wonder a bit if some of the mystery occurrences of COVID-19 cropping up could be from things assembled/packed by someone who was ill in China and the virus managed to survive transit, until someone opened it. not as a common thing (otherwise it’d be all over the place), but at a rare/freak occurrence.
I suppose anything is possible, but seems more likely an infected person infected another person.
 
Still wonder a bit if some of the mystery occurrences of COVID-19 cropping up could be from things assembled/packed by someone who was ill in China and the virus managed to survive transit, until someone opened it. Not as a common thing (otherwise it’d be all over the place), but as a rare/freak occurrence.
China cases have slowed drastically. It’s not China anymore. This flu virus is now in other countries.
 
China cases have slowed drastically. It’s not China anymore. This flu virus is now in other countries.
Oh, I quite understand. But there have been some cases that have popped up - not today, earlier - that have been very hard to explain. As I said, it’s idle curiosity if in some remote cases the virus could have survived shipping and thus would expla8n some of these. I’m not arguing in favor of this idea, just curious.
 
You would think with 1.2 billion devices, not to mention Android usage, the market for iPhones would be saturated. Apparently not.
 
There have been posts that say Apple is too dependent on China. It seems much if the the world is dependent on China.

I find it fascinating that not even Tim Cook and others on Trumps technology committee figures out the dependence on Chinais far too alarming. None of them had the foresight to look ahead and begin working with production/manufacturing partners to ween off dependence of more than 25% of any compañero made in any one country.

fact of the matter is, like the former world focus on TextTiles some 50yrs ago, not very many countries have manufacturing capable to even half match China even in. 10yr time frame.
Processors, GPUs, motherboards and other silicon, etc. I’d say flash memory is close but storage and others components for computers servers personal computing accessories/devices (watches, health Fitbit type bands, headphones, etc).

if Apple cannot figure this out by end of summer 2020 I don’t think many other companies can.

it’s not all doom and gloom of course but I’d like no delay in the Watch Nike+ S6 announcement and shipping/availability this year.
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Still wonder a bit if some of the mystery occurrences of COVID-19 cropping up could be from things assembled/packed by someone who was ill in China and the virus managed to survive transit, until someone opened it. Not as a common thing (otherwise it’d be all over the place), but as a rare/freak occurrence.

that would not be afreak occurrence but one of two things:

virus is now airborne (if that occurred in your scenario)
virus can survive without a host for a considerable amount of time.

I don’t know which would be much more alarming!
 
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My guess is this virus won't be stopped globally until 2021 when the 1st vaccines are supplied globally.

Till then, good luck with anything being in sufficient quantity for the year - your next-gen game consoles, GPUs, Apple products, Android products, etc.

This is the price we pay for "globalization" aka being heavily dependent on China for manufacturing...basically everything.
 
My guess is this virus won't be stopped globally until 2021 when the 1st vaccines are supplied globally.

Till then, good luck with anything being in sufficient quantity for the year - your next-gen game consoles, GPUs, Apple products, Android products, etc.

This is the price we pay for "globalization" aka being heavily dependent on China for manufacturing...basically everything.
Given that the virus is everywhere, depending on china isn’t the issue.
 
I think governments and businesses are right now rethinking their business strategy and dependence on China. Just don’t expect an overnight change, but we can certainly see things turning around by the end of the decade or next 15 years. Ultimately, this diversity will be important since it removes all countries reliance on China, provide economic resilience, equality and opportunities globally. Too much eggs in one basket is what led us here. The negative impacts outside of this virus is seen everyday by the Chinese buying up apartments in coastal cities as ‘plan b’ strategies in first world countries and not even living in them making it harder for locals to even live where they work. Now with this epidemic spreading across the world, what are they gonna do? It’s not like you can run away from the virus if everything falls apart in your country due to virus itself causing your government to fall apart.

I was talking to some friends today about this and in some ways, the economic slow down from the virus is likely needed to happen to put things into perspective. (I don’t like it because it’s hurting my investments). But maybe this will mean things will lead to a society where everyone is not just thinking about themselves for a change and not trying to squeeze your pocket so hard.
 
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