According to a new analysis from the specialized firm Wedbush shared by our colleagues atAppleInsider, the global CPU shortage announced for several days now could have unexpected consequences. Among them, onedrop in component pricesin question, which would in fact be favorable to manufacturers delivering the final products to consumers.
In this big family, we especially find Apple. The manufacturer is also known for being particularly efficient when it comes tonegotiatecontracts whose amount is to its advantage. This is not always the case for other brands such as Samsung in South Korea. Another decisive criterion in Apple's advantage, even if it is still difficult to guess precisely what will happen tomorrow.
The reasons for the shortage
Among the factors at the origin of the potential lack of future processors, we find above all the sequels of thepandemicof coronavirus. This continues to cause victims and penalize Asian supply chains, causing serious delivery delays.having already impacted the launch of the iPhone SE (2020) according to other sources at the time.
Add to this the fire at a large factory of subcontractor Renesas this month and thegrounding of the Ever Given container shipin the middle of the Suez Canal, and you end up with an economy that some consider already paralyzed. But the good news is that many smartphone brands still have stock to deal with this type of event. It isthis strategy which allowed the iPhone 11 not to be missed in New York during a similar episode.
TSMC at the helm
While these are of course only estimates, we will in fact have to closely examine the performance of Apple's various suppliers to know whether or not this scenario plays out in the coming weeks. The Taiwan Semiconductor Manufacturing Company, which is responsible for designing the A14 chips powering the iPhone 12 and the fourth generation iPad Air, is particularly worth watching.
After unprecedented growth, its share price has been in free fall since mid-February. However, we can bet that an opportunity of this ilk does not present itself to investors every day, especially if recovery is soon in order.
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By : Keleops AG
