A few days ago, Apple released its latest quarterly results, for the three-month period ending at the end of December. And despite the shortage of semiconductors which the firm had to face, it posted record results.
Indeed, quarterly revenues were up. Apple generated $123.9 billion, a level never seen before and a significant jump from the $111 billion generated in the same period a year ago.
Moreover, all the indicators were green, except for the iPad. Revenues generated by Apple’s tablets were indeed down 14% year-on-year. Apple mentions significant supply constraints, which would have affected production.
Note also that according to rumors, Apple would have voluntarily sacrificed the iPad, in order to produce moreiPhone 13 (using components intended for the iPad to produce more iPhones). And unfortunately, it would seem that at the start of the year, the situation has not yet really improved.
In an article published this week, the Asian media Nikkei explains that for three months, it followed the waiting times for the delivery of a new iPad (the 64 GB model) ordered online, for several countries. And according to this Nikkei analysis, if the situation has improved significantly for the iPhone 13, as far as the iPad is concerned, the wait can still last several weeks.
The site indicates that on January 28, an Apple customer who orders a 64 GB iPad on the firm’s site would wait an average of 50 days before delivery. The situation has barely improved compared to the 55-day delay in December.
During the same period, the waiting time for a new iPhone went from more than a month to ten days, according to data collected by Nikkei.
Why is the iPad sacrificed?
According to Nikkei, the supply constraints that Apple faces today relate to a type of chip called “legacy node” (relatively old technologies).
Quoted by the Asian media, Wayne Lam, senior director of research at CCS Insight (a London research firm), explains that since the iPad has a screen of more than 8 inches, this one needs a lot screen drivers. However, these pilots are based on so-called “legacy node” technologies which are at the heart of the semiconductor crisis.
And given that the iPhone remains the priority of Apple, and its main source of income, it is logical that the firm has decided to sacrifice the iPad.
The good news is that apparently the situation is starting to improve. “Overall, we are seeing an improvement in the March quarter in terms of stress relief compared to what they were in the December quarter”said Tim Cook during the presentation of the results of Apple.