Analyst Ming-Chi Kuo has also wanted to dip bread in the Coronavirus sauce. If we learned yesterday that Apple has closed stores and offices in China until February 9 because of the epidemic, today Kuo also talks about the manufacturers of the company's devices.
Of course, seeing the impact and the level of alert that exists worldwide for the famous virus, and Considering that almost all Apple devices are made in China, it is to be expected that this could affect the manufacturing and stock of items with more rotation, such as the iPhone 11.
Kuo published a new press release today that includes a prediction on how much the Coronavirus alert may affect the supply of iPhones in the first quarter of this year. It also explains how the entire smartphone market could be affected during the first half of the year.
As the situation around the Coronavirus develops during these weeks, general warnings have been heard of how the virus could affect the production of electronic devices in China. It is evident that any impact that occurs in the workers of these factories at the level of prevention to avoid contagion, will directly affect production levels.
Kuo has made a more concrete prediction based on a survey of the different manufacturers and assemblers who work for Apple. He estimates that in the first quarter of the year the production of iPhones will drop by 10 percent, between 36 and 40 million units. And this is only in the first trimester. Depending on how the epidemic develops, things can go further.
Already last week, the Korean analyst already commented that The launch of new Apple devices such as the AirTag keychain and a wireless charger could be delayed due to the Coronavirus. We will see how events unfold in the coming days.