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I just ordered a M2 Macbook Air and apparently they ship those directly out of China. It's already cleared customs in Zhengzhou according to tracking, which wou
by dividedbyzero 4y ago
I just ordered a M2 Macbook Air and apparently they ship those directly out of China. It's already cleared customs in Zhengzhou according to tracking, which would indicate they make those there and have no issues fulfilling orders currently.
- Cockbrand 4y agoI've seen that as well… one machine I ordered was misrouted via Korea (as per the tracking page) and arrived here in Germany with a few days delay.
- metaphor 4y ago> ...which would indicate they make those there and have no issues fulfilling orders currently. Based on FY22 total net sales[1], the entire Mac category accounted for 10.2%, whereas iPhone category accounted for 52.1%. In other words, if iPhone production volume were reduced by just -10% of FY22 levels going into the holidays, that would be equivalent to half of Mac revenue! The press release was making forward-looking statements so you may be correct, but this thought experiment suggests that even if they were experiencing Mac throughput issues, it's almost irrelevant if the same facility is being shared with iPhone production. [1] https://www.sec.gov/Archives/edgar/data/320193/000032019322000108/aapl-20220924.htm https://www.sec.gov/Archives/edgar/data/320193/0000320193220...