It has been a few months since we talked about a surge in global demand for PCs and tablets due to the pandemic. And the data is there to show that. According to IDC information, global computer shipments rose 13.1% in 2020, and that trend continued into the first quarter of 2021. On the tablet side, shipments rose 13.6% in 2020.
Apple seems to be able to benefit from this surge in demand at least in the first quarter of 2021. Cupertino recently announced its financial results for the quarter ending March.
Growth was very rapid for iPads and Macs. Macs grossed $ 9.10 billion, up 70.1%, while iPads grossed $ 7.80 billion, up 78.9% year over year.
In addition, the company recently unveiled its new iPad Pro (equipped with the M1 chip) and a new iMac. And these new products should drive demand over the next few months.
However, these two categories of Apple products are not immune to deficiency. As reported by the 9to5Mac site, this was explained by the executives of the Cupertino company during a conference with analysts.
In essence, Apple saw no restrictions in its second fiscal quarter of 2021 (which ended in late March). However, things could get more complicated in the coming months.
According to 9to5Mac, Apple was able to secure its supply for 5 nm chips (like A14 chips or M1 chips). The restrictions therefore affect other components required to manufacture the Cupertino company’s devices, and these would primarily affect Macs and iPads. In any case, supply chain restrictions could cost Apple dearly: $ 3-4 billion in revenue lost in the third fiscal quarter.
Apple, in turn, a victim of the semiconductor shortage?
As a reminder, we are currently experiencing a global semiconductor shortage affecting many areas, including the high-tech sector. In addition, many players have already sounded the alarm, such as: B. Xiaomi. This does not rule out an increase in certain tariffs to compensate for the losses caused by the semiconductor shortage.
It should also be noted that TSMC, a major player in the semiconductor space, has already announced a massive investment plan to increase the pace of production. However, a return to normal does not seem possible for a while.