Apple może stracić nawet 8 mld dol. sprzedaży
Nie wygląda to dobrze. Koncern ostrzega przed poważnymi problemami w łańcuchu dostaw.

Kłopoty z dostępnością sprzętu związane z lockdownem w Chinach oraz inwazją Rosji na Ukrainę mogą być odczuwalne dopiero w dalszej części roku – uprzedzają analitycy.
W swoim II kw. finansowym, zakończonym 26 marca br., Apple osiągnął nie notowaną dotąd w tym okresie sprzedaż 97,3 mld dol., co oznacza wzrost o 9 proc. r/r. To oprócz dużego popytu także efekt tego, że koncern uniknął większych problemów z dostawami. W Europie sprzedaż wzrosła o 4,6 proc., do 23,3 mld dol.
Jednak w następnych kwartałach może być trudniej o kolejne rekordy. Gigant ostrzega, że z powodu ograniczeń w łańcuchu dostaw może stracić aż 4 do 8 mld dol. sprzedaży.
Takimi kosztownymi konsekwencjami grożą blokady w Chinach z powodu nowej fali Covid. Połowa z 200 największych dostawców koncernu w tym kraju ma siedzibę w dotkniętym pandemią regionie Szanghaju. Lockdowny mogą uderzyć też w innych dużych producentów.
Pandemia i braki czipów
Luca Maestri, dyrektor finansowy Apple’a, przyznał, że iPhone’y i Mac’i zmagają się z problemami w łańcuchu dostaw. Firma nie podaje jednak prognozy wyników na cały kwartał.
CEO Tim Cook oprócz pandemii wskazał także niedobory czipów jako przyczyny ograniczeń. Według niego obecnie lockdowny dotyczą głównie Szanghaju. Natomiast prawie wszystkie fabryki zostały ponownie uruchomione.
Analitycy twierdzą, że kłopoty z dostępnością związane z lockdownem w Chinach oraz inwazją Rosji na Ukrainę mogą być odczuwalne dopiero w dalszej części roku.
„Apple utknął w Chinach”
„Apple odkrywa, że lockdowny i ograniczenia związane z Covid-19 w Chinach mogą zablokować nawet niezwykle wyrafinowany łańcuch dostaw. Jednak naiwnością byłoby sądzić, że łańcuch dostaw Apple’a w tym kraju można jakoś wyciąć i wkleić gdzie indziej. Inne państwa azjatyckie mogą oferować niższe koszty, ale zasadniczo brakuje im infrastruktury i kompetencji Chin. Apple w zasadzie utknął w Chinach” – komentuje David Bicknell, główny analityk w zespole Thematic Intelligence w GlobalData.
iPhone’y, Mac’i, iPady przekroczyły oczekiwania
Mimo wyzwań w łańcuchu dostaw w II kw. finansowym sprzedaż (w ujęciu wartościowym) najważniejszych urządzeń Apple’a okazała się wyższa, niż się spodziewano, co wskazuje na utrzymujący się popyt na sprzęt z wyższych półek cenowych. Przychody z iPhone’ów wyniosły 50,57 mld dol. (+5 proc. r/r), z komputerów Mac 10,44 mld dol. (+15 proc.), a z iPadów 7,65 mld dol. (-2 proc. r/r).
Na urządzeniach noszonych koncern wypracował 8,81 mld dol. obrotu (+12 proc. r/r). Przychody z usług to już sporo ponad 20 proc. obrotów Apple’a. Okazały się najwyższe w historii: 19,82 mld dol. (+17 proc.).
Zysk netto Apple’a zwiększył się w II kw. o 6 proc. do 25 mld dol. Marża brutto wyniosła 43,7 proc.
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