شواهد نشان می‌دهد که اپل به‌دلیل محدودیت‌های اعمال‌شده توسط چین بر برق کارخانه‌ها، از اهداف تولیدی‌اش عقب مانده و به‌ناچار تولید محصولاتش را در فصل شلوغ تعطیلات کاهش داده است.
گفته می‌شود در زمانی که تأمین‌کنندگان اپل معمولا شروع به افزایش تولید برای پاسخگویی به تقاضای تعطیلات می‌کنند، اکثر آن‌ها تولیدشان را کاهش داده یا متوقف کرده‌اند. ظاهرا کارمندانی که اغلب اوقات اضافه‌کاری می‌کردند، اکنون در مرخصی هستند.
اپل‌اینسایدر با استناد به اطلاعات منتشرشده ز Nikkei Asia گزارش جدیدی منتشر کرده که نشان می‌دهد چگونه مشکلات لجستیکی در زنجیره تأمین و محدودیت‌های برق در چین، فاکسکان، پگاترون و سایر تأمین‌کنندگان اپل را مجبور به کاهش تولید کرده است. یکی از مدیران زنجیره تأمین دراین‌باره می‌گوید:
با توجه به قطعات و تراشه‌های محدود، اضافه‌کاری در تعطیلات و پرداخت حقوق اضافی برای کارگران معنی نداشت. این هرگز قبلا اتفاق نیفتاده بود. تعطیلات طلایی چین در گذشته همیشه شلوغ‌ترین زمانی بود که تمامی مونتاژکنندگان برای تولید آماده می‌شدند.
در این گزارش آمده است که مشکلات ناشی از همه‌گیری ویروس کرونا تنها بخشی از ماجرا است و منشأ بسیاری از این مشکلات به جنگ تجاری اپل و چین در دوره ریاست جمهوری ترامپ باز می‌گردد. به‌نظر می‌رسد اپل تمام تلاش خود را برای کاهش مشکلات انجام داده و این شرکت منابع مهم آیفون ۱۲، آیفون SE و آیپد را تا ۵۰ درصد کاهش و قطعات مشترک تولید آن‌ها را به خانواده آیفون ۱۳ اختصاص داده است تا بتواند حجم روزافزون سفارش‌ها را برای بازه تعطیلات برآورده کند.
البته همچنان برآورد می‌شود که تولید آیفون ۱۳ چیزی حدود ۲۰ درصد از هدف اپل فاصله داشته باشد. از سوی مقابل، آیپد نیز تنها نیمی از اهداف تولیدی اپل را برآورده می‌کند. منابع خاطرنشان می‌کنند که تولید آیفون‌های قدیمی بالغ‌بر ۲۵ درصد کاهش یافته است. ناگفته نماند کوپرتینویی‌ها ابتدا در اوایل سال جاری میلادی هشدار دادند که کمبود احتمالا بر تولید آیپد و کامپیوترهای مک تأثیر می‌گذارد؛ اما دیری نپایید که گفته شد گوشی های اپل نیز تحت‌تأثیر قرار گرفته‌اند. به‌گفته‌ی تیم کوک، مشکلات عرضه در سه‌ماهه‌ی گذشته حدود ۶ میلیارد دلار برای شرکت هزینه داشته است.
پیش‌بینی می‌شد که اپل تا پایان سال ۲۰۲۱ حداکثر ۹۰ میلیون دستگاه آیفون ۱۳ به فروش برساند؛ اما گزارش‌های اخیر از آن حکایت دارند که موانع احتمالی ممکن است بر ۵ تا ۱۰ میلیون دستگاه از ۱۴۳ میلیون دستگاه آیفون برنامه‌ریزی‌شده برای نیمه دوم ۲۰۲۱ تأثیر بگذارد. البته حتی اگر رقم کاهش ۱۰ میلیون دستگاه درست باشد، اپل رشد سالانه فروش تجربه خواهد کرد.
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