According to DigiTimes, the impact of lockdowns in Shanghai and Kunshan, China is continuing to expand, and even the Apple supply chain in Chengdu has problems. Even if Kunshan reopens, the impact will only continue to expand in the short term.

Recently, the Chongqing NB supply chain has reported that the inventory of plastics, institutions and other components in hand has been used up. Apple's iPad supply chain has been forced to reduce production, and the demand for production line employees has been cut in half. Supply chain backlog.

At present, there are two biggest problems in the supply chain. One is the production side: the components produced in East China, especially Kunshan, cannot be produced and delivered smoothly, leading to the emergence of a chain-broken crisis. , Even if the supply chain is activated, the goods cannot be shipped out of the port, and the freight warehouse is full, which will still cause the supply chain logistics to be blocked and affect the production capacity.

The supply chain was originally due to insufficient semiconductor supply and demand, resulting in a shortage of IC materials. The impact of long and short materials has lasted for a year. Now the new chain disruption crisis is coming from plastic, metal and other components. This type of components belongs to long materials. It took 1-2 months to prepare materials, and now most of them are near the low water level. However, Kunshan, an important production base for this material, is still in the prevention and control stage.

According to industry practitioners, there is an urgent shortage of screws, and they are looking for materials everywhere. Kunshan also shows signs of unblocking. However, there is still a long way to go before large-scale resumption of work. Whether supply and demand can be connected in time remains to be seen.

In addition, there is also news that the production capacity of the iPad production line produced in Chengdu was forced to be reduced due to lack of materials.