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Apple has been better insulated from the chip shortage by two factors. First, it commissions fabrication of its own chip designs for CPUs for iPhones, iPads, and now some Macs. That means it isn’t competing with other brands for off-the-shelf chips available on the open market. Second, Apple’s huge size and buying power means that it can place large advance orders that are fulfilled ahead of those placed by smaller companies. In some cases, this includes agreements with suppliers for Apple-only production lines.
https://9to5mac.com/2021/04/01/chip-shortage-tsmc-investment/

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madis:Uskuda et Apple jääb kuidagi puutumata ränikriisist on ikka väga naiivne.

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Vähemalt Timmu ja Luca pole naiivsed

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We did not have a material supply shortage in Q2. And so, how were we able to do that? You wind up collapsing all of your buffers and offsets. And that happens all the way through the supply chain. And so, that enables you to go a bit higher than what we were expecting to sell when we went into the quarter 90 days ago…

I would point to Luca’s point earlier about the shortages and those shortages primarily affect iPad and Mac. So we expect to be supply gated, not demand-gated…

Most of our issue is on legacy nodes. And so, on legacy nodes, there are many different people, not only in the same industry, but across other industries that are using legacy nodes. And so, in order to really answer that question on — accurately, we would need to know the true demand from each of these players and how that’s going to change over the next few months. And so, it’s very, very difficult to give you a good answer.

I think we have a good handle on our demand. But what everybody else is doing, I don’t know. And so, we will do our best. That’s what I can tell you.

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madis:
...
sellised süsteemid ammu olemas (Bosch jt). Teed telefonigaklõpsti auto lahti.
...

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madis:
Täielik banaalsus ju, sellised süsteemid ammu olemas (Bosch jt). Teed telefonigaklõpsti auto lahti.

Räägime ikka autost palun !

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mrtn:

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DevilDeVille: Mida selles lokaalses siis nii innovaatilist on?

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Kas sa ei mäleta, kui Apple MMSi leiutas?

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