While the coravirus impact the Apple varies widely across the iPhone supply chain, Ming-Chi Kuo says that the company is proactive maneuver to diversify the lens of the camera supplier for the iPhone 12.”
As with other areas of the Apple supply chain sustainable the problems caused by the outbreak of coravirus, Yujingguang will be affected by the virus, but not in the same way as Foxcn and others, suggests TF Titles, Kuo. Due to generally having a shorter lead time for the producti of lenses that is also highly dependent Apple, the company is less “visible” than other compent suppliers.
In a research note ed of WeChat and seen by AppleInsider, Kuo believes that the first quarter revenue for the company will be “significantly lower than the market csensus,” while visibility for the secd quarter of the revenue is also quite low for the time being.
The company will, in Kuo estimated that losing its status as the exclusive provider of the ultra-wide-angle lens camera for Apple premium iPhone models for the iPhone 12 the collecti”, the securing between 30% and 40% of its orders over the period.
Kuo did not say why the exclusivity for the compent in the iPhone 11 will terminate, except that “Daliguang” will get some of the orders specifically for the “iPhone 12.” It is suggested that it might be of help to “improve the capacity utilizati rates” of the producti of the compents, as many factories in China are still lower than usual producti levels for the time being.
The diversificati in the use of multiple sources for the compents could be a tactic by Apple to ensure that there is at least some of the compents of the product, offering a level of security if a provider is temporarily unavailable.
Due to the short time frame for the lenses, and Yujingguang have “about a mth after the inventory,” Kuo does not believe that the company’s capacity utilizati rate will improve significantly “until May at the earliest.”
Coravirus and Apple
The 2019 new Coravirus, known officially as the “2019-nCoV,” is a type of coravirus which causes respiratory distress in those infected by it. Flu-like symptoms, including fever, cough and shortness of breath, followed by the development of pneumia.
Adults over the age of 65 and children under three are most at risk, with many deaths reported during the epidemic involving people affected by that pre-existing cditis such as diabetes, high blood pressure, and heart disease, which would have made it more difficult to fight off the virus.
Like other tech companies, Apple aly, to the search for ways to ctinue its activities despite the epidemic. CEO Tim Cook has already acknowledged other sources for the compents were obtained when Chinese producti slows down temporarily.
The impact in China and a slowdown of the manufacturing boom has forced Apple to change its forecasts for the secd quarter of the year, the expansi of his previously at the scale of the orientati that took into account the likely trigger of effects.
The people in the affected areas are advised to stay at home, such as those of Apple RAM supplier SK Hynix. For Apple’s recent shareholder meeting, Apple also offered up a virus warning for the visitors who took the virus over the course of their travels.
Efforts are being made to restore the damage caused by the virus, with an assembly partner Foxcn to pay additial workers to return to the plants. Apple’s retail operati in China has been closed as a preventative measure, but it has since opened more than half of its outlets in the country, with additial cditis, such as the limitati of opening hours and to limit the number of customers allowed in a store at the time.
Outside of China, the virus begins to take of other countries, including Italy and South Korea, while Germany is not able to keep track of the infecti paths, and more, the cases are also appear in the united States and the united Kingdom. Sunday, the LG Innotek plant in South Korea, which provides Apple with the iPhone camera modules, closed, with an intenti to reopen later in the week following the end of the disinfecti work.
The virus has also forced premature closure of the major industry events, such as the 2020 Game Developer Cference and the Mobile World Cgress in 2020, with the organisers of other large-scale events and to assist the parties to rethink about bringing large numbers of people.
Thursday, Cook has talked about the virus in another interview, calling Apple “fundamentally strg” and the storm, as it did for the other world-affecting events and of occupatial diseases, with sars coravirus being ly a “temporary cditi.”