Development of at least one iPhone 14 model is three weeks behind schedule due to Chinese lockdowns and, in the worst case, could hit initial production volumes, according to a new report released today.
Despite a relaxation of restrictions, the impact of lockdowns that began in late March in and around Shanghai is said to have had a lingering impact on supply chains, according to sources who spoke with Asian Nikkei.
“It’s a challenge to make up for lost time… Apple and its suppliers are working around the clock to speed up development,” said an Apple supplier executive, adding that the pace of reopening in Shanghai is “pretty slow.” .”
Apple has reportedly told suppliers to speed up product development efforts to make up for lost time before the delay impacts the typical manufacturing schedule, which could impact initial production volumes of the iPhone 14 series. .
Apple is expected to release four new iPhone models this year. After seeing lackluster sales of the iPhone 13 mini, Apple is offering larger iPhone sizes for its 2022 flagship devices: a 6.1-inch iPhone 14, a 6.1-inch iPhone 14 Pro, a 6.1-inch iPhone 14 Max, 7-inch and a 6.7-inch iPhone 14. Pro Max.
It is not clear which model is directly affected by the delays caused by the crashes. Currently, all four iPhone 14 models are in the Engineering Verification Test, or EVT, development stage, according to Nikkeithe sources of . Normally, all new iPhone models complete the EVT and go through the verification stage at the end of June.
After the development phase of the new iPhones, Apple’s main assemblers, Foxconn and Pegatron, will enter a phase known as new product introduction, or NPI, during which the manufacturing process of the latest designs is outlined. NPI is followed by several verification processes before mass production begins, usually around the end of August.
“If the development process can be accelerated to the next level in late June or early July, then it should still be possible to meet the mass production deadline of early September,” said another person familiar with the matter. . “But it really depends on whether the process can be accelerated soon.”
The production is said to have been hampered by the restrictions still in place in terms of living and traveling in the greater Shanghai area. The operation of the entire supply chain in China has not yet returned to normal, despite the relaxation of restrictions in Shanghai and its neighboring regions.
Chiu Shih-fang, a veteran supply chain analyst at the Taiwan Economic Research Institute, said Nikkei the situation could not only affect production but also the development of new products. “It would take at least another month or two for the supply chain to recover,” Chiu added.