• Apple's billion-dollar component nose bleed

    1 month ago - By Computerworld

    Apple shared the dark side of digital transformation during then pandemic when it confirmed this week that component shortages will affect its business. The distress signal came during the company's Q3 results call. A multi-billion dollar nose bleed
    Apple CFO Luca Maestri said supply constraints would affect company revenue to the tune of $3 billion to $4 billion, though he still predicts double-digit growth for the company. But increased demand for Apple products in combination with global semiconductor shortages means supply will be constrained. While to some extent this is a good...
    Read more ...

     

  • Podcast: Global chip shortage affects Apple and the iPhone

    1 month ago - By Computerworld

    The semiconductor shortage has wreaked havoc on manufacturers, and Apple will soon feel pinch. In the company's Q3 earnings call, chief executive Tim Cook said that supply constraints around "legacy nodes" will affect iPhone sales. These "legacy nodes" include chips for the display, ports and audio, not the A- and M-series processors that Apple designs for its devices. Macworld executive editor Michael Simon and Computerworld executive editor Ken Mingis discuss how the chip shortage will affect Apple, why Apple is considering using its own chips in monitors and other revelations from the...
    Read more ...