What They Say
Bloomberg reported that chip shortages will impact even the might Apple’s iPhone 13. The service reported that Apple has reduced its plan from 90 million handsets in Q4 by as many as 10 million units because of limited supply from Broadcom and TI.
What We Think
Bloomberg had data from SFG that highlights chip leadtimes as hitting 21.7 weeks, a new record. Apologies, I thought I had covered this article earlier last week, but it seems it slipped through the net. Still it seemed still worth reporting. Bloomberg also highlighted the electricity issues in China that we reported on. (Covid First – Then Chips – Now Electricity is Supply Chain Challenge in China) (BR)
