Supply shortage of miniled Apple's 12.9-inch iPad Pro delayed delivery

据国外媒体上周五在苹果网站上的调查显示，几乎所有版本的新款12.9英寸iPad Pro都有望在6月24日至7月8日期间在美国交付。苹果公司销售的ipadpro有两种颜色：银色、深灰色和五种存储容量，有Wi-Fi或Wi-Fi和5g两种版本。目前，唯一能尽快交付的版本是存储容量为2TB的Wi-Fi版本。相比之下，新款11英寸iPad Pro仍然采用了液体视网膜显示屏，交货时间不变，仍将在5月份交货。

Almost all versions of the new 12.9-inch iPad Pro are expected to be delivered in the United States between June 24 and July 8, according to a foreign media survey on Apple's website on Friday. Apple sells the iPad pro in two colors - silver, dark grey, and five storage capacities, with versions of Wi Fi or Wi Fi and 5g. At present, the only version that can be delivered as soon as possible is the Wi Fi version with 2TB storage capacity. By comparison, the new 11 inch iPad Pro still uses the liquid retina display, and the delivery time remains unchanged, and will still be delivered in May.

新款iPad Pro配备了M1芯片，CPU性能比目前最强的iPad Pro高出50%，GPU性能为40%。前1200万超广角镜头支持纵向定心功能，后镜头模块支持HDR 3技术，目前仍搭载lidar。12.9英寸的ipadpro配备了一个新的mini-LED显示屏，苹果称之为"liquid retina XDR display"。新的ipadpro有银色和深灰色两种颜色，6.4mm超薄设计和100%回收铝外壳。该设备还提供了第二个控制键盘背光键和触摸板。

The new iPad Pro is equipped with M1 chip, the CPU performance is 50% higher than the strongest iPad pro at present, and the GPU performance is 40%. The front 12 million ultra wide angle lens supports the portrait centering function, the rear lens module supports HDR 3 technology, and is still equipped with lidar lidar. The 12.9-inch iPad Pro comes with a new mini LED display, which Apple calls "liquid retina XDR display." The new iPad Pro is available in silver and dark grey, with a 6.4mm ultra-thin design and a 100% recycled aluminum shell. The device also provides a second controlled keyboard with backlit keys and touch pad.

上个月中旬，有报道称，作为高端iPad pro的亮点，下一代显示miniled面临生产问题，这可能导致新设备的初始供应短缺。消息人士称，苹果的海外供应商目前正在应对生产率低下的问题。由于生产力低下，最近至少有一家小型LED制造商被迫停产。新的ipadpro将是苹果在2021年发布的首款重要硬件产品，它将补充苹果在疫情期间表现非常出色的平板电脑产品线。

In the middle of last month, it was reported that the next generation display miniled, the highlight of the high-end iPad pro, was facing production problems, which could lead to a shortage of initial supply of the new device. Apple's overseas suppliers are currently dealing with low productivity, the source said. Because of low productivity, at least one miniled manufacturer has been forced to suspend production recently. The new iPad Pro will be the first important hardware product released by apple in 2021, which will complement Apple's Tablet PC product line that performed very well during the epidemic.

除了由于显示器问题推迟了新款iPad Pro的上市时间外，据报道，由于全球零部件短缺，苹果部分macbooks和iPad的生产也被推迟。这表明，即便是拥有巨大购买力的苹果，也无法幸免史无前例的供应短缺。据悉，芯片的短缺推迟了MacBook生产的一个关键步骤，即在最终组装前将组件安装到印刷电路板上。同时，由于显示器和显示器配件的短缺，一些iPad的组装被推迟。据悉，由于延期，苹果已将今年上半年MacBook和iPad的部分零部件订单推迟至下半年。业内人士和专家表示，推迟上市是芯片短缺日益严重的迹象，这可能对小型科技企业造成更严重的影响。

In addition to the delay in the launch of the new iPad Pro due to the display problem, it is reported that the production of some macbooks and iPads of Apple has been delayed due to the global shortage of parts. This shows that even apple, which has huge purchasing power, is not immune to unprecedented supply shortages. It is reported that the shortage of chips has delayed a key step in the production of MacBook, that is, to install the components on the printed circuit board before final assembly. Meanwhile, assembly of some iPads has been delayed due to a shortage of displays and display accessories. It is reported that due to the delay, Apple has delayed some parts orders for MacBook and iPad from the first half of this year to the second half. Industry insiders and experts say the delay is a sign of a growing chip shortage, which could have a more serious impact on small technology companies.

在苹果本周的财报电话会议上，该公司首席执行官蒂姆•库克（Tim Cook）表示，苹果通过消耗供应缓冲，避免了芯片短缺对第二季度收入的影响缺货主要影响iPad和Mac电脑，"库克说。因此，在满足我们的需求方面，我们将面临一些挑战。"我们的问题大多是用老芯片制造技术制造的半导体。"。这些芯片也是困扰其他行业的芯片，包括福特（Ford）和通用（generalmotors）等汽车制造商。很难说供应短缺会持续多久，因为许多行业都在使用这些芯片。"我们需要知道每个参与者的真正需求，以及未来几个月的变化，"库克补充道。所以这非常非常困难。"

In Apple's earnings conference call this week, Tim Cook, the company's chief executive, said Apple avoided the impact of chip shortages on second quarter revenue by consuming supply buffers. "The shortage mainly affects iPads and Macs," Cook said. So we're going to have some challenges in meeting our needs. " "Most of our problems are semiconductors made with old chip manufacturing technology," he said. These chips are also the ones that plague other industries, including auto makers such as Ford and general motors. It's hard to say how long the supply shortage will last, because many industries are using these chips. " "We need to know the real needs of each participant and how that will change in the coming months," cook added. So it's very, very difficult. "

苹果首席财务官卢卡·梅斯特里（Luca Maestri）在电话会议上也表示，全球芯片短缺造成的限制可能使苹果第三季度的收入损失30亿至40亿美元。

Luca Maestri, Apple's chief financial officer, also said in a conference call that the restrictions caused by the global shortage of chips could cost the company $3 billion to $4 billion in revenue in the third quarter.

苹果以其管理世界上最复杂的供应链之一的专业知识和动员供应商的速度而闻名。这有助于该公司抵御全球零部件短缺，造成汽车制造商和电子制造商积压。苹果目前每年销售约2亿部iPhone、2000多万部MacBook、1900万部iPad和7000多万部air pods耳机。这些产品的销量在各自的消费电子领域都位列全球前五，使苹果成为全球最强大的购买力之一。据市场研究公司IDC预测，苹果将在2020年成为全球第四大笔记本电脑制造商，落后于联想、惠普和戴尔；IPad是最大的平板电脑市场，占有率为32.5%，其次是三星电子、华为、联想和亚马逊（腾讯科技/无极编译）

Apple is known for its expertise in managing one of the world's most complex supply chains and the speed with which it mobilizes suppliers. This has helped the company to withstand a global shortage of parts that has created a backlog for automakers and electronics manufacturers. Apple currently sells about 200 million iPhones, more than 20 million macbooks, 19 million iPads and more than 70 million air pods headphones a year. Sales of these products are among the top five in the world in their respective consumer electronics fields, making apple one of the most powerful purchasing forces in the world. According to IDC, the market research company, Apple will be the fourth largest notebook computer manufacturer in the world in 2020, lagging behind Lenovo, HP and Dell; IPad is the biggest tablet Market with 32.5% share, followed by Samsung Electronics, Huawei, Lenovo and Amazon（ Compiled by Tencent technology / Wuji)

Link：https://new.qq.com/omn/20210501/20210501A01MSN00.html

update time：2021-05-01 10:46:34