Patience is a virtue to work on if you are a customer of a Mac Studio equipped with an M1 Ultra, the high-end chip in this family. Waiting times can send until August. It’s not the only machine to suffer from severe delays.
This Mac Studio was launched in a still complicated period for supply and logistics. Two criteria that were mentioned in Apple’s latest financial results. During the previous score at the end of March, we observed waiting times of almost two months on large Ultra-based configurations.
Today, ordering a Mac Studio with the 20/48-core M1 Ultra will ship between June 29 and July 13. The slightest modification of an option on this machine (for the Ultra 20/64 or if only to take more SSD storage) postpones delivery to August 16! The wait is more contained with the M1 Max configuration: May 31/June 8. Again, playing with the options still adds a month (June 27/July 4).
June, July… the same goes for 24″ iMacs, MacBook Airs or the latest MacBook Pros when you pride yourself on wanting a custom configuration or taking the top of the M1 range in Pro laptops.
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Added to this is a sustained demand for these machines and, ultimately, a shortfall that the two men estimated a few days ago between 4 and 8 billion dollars on turnover for the next quarter.
Supply constraints provided by COVID-related disruptions and industry-wide processor shortages are impacting our ability to meet customer demand for our products.
We expect the impact of these constraints to be in the range of $4 billion to $8 billion, which is significantly larger than what we experienced in the March quarter. [le chiffre n’avait pas été donné, par contre il avait été de 6 milliards sur le dernier trimestre 2021, ndlr]. COVID-related disruptions are also impacting customer demand in China.
This delta of 4 billion between the low range and the high was explained by a gradual, but almost complete recovery of activity in the assembly plants. Therefore there is a certain margin between the worst and the best future scenarios. Pending a general improvement, what comes out of the factories does not stay in stock for long, it is at a very tight flow, explained Tim Cook.
In this industry of ours, you’re not looking to have a ton of inventory on hold. You therefore work as much as possible on the duration of the cycles, to go quickly, to have a strategic inventory at the places where you must protect yourself from interruptions. We are still investigating where these risk areas are.
In the current global situation, it’s not really possible for us to have a volume of processors that perform as a buffer. Today, chips come out of the factory and end up very, very quickly in a final assembly plant. And we make it as fast as possible.
By his own admission, Tim Cook said he was unable to predict when the situation would normalize for Apple. And that she could curb the effects of these two problems in order to manage to meet the demand on her computers. ” I think the COVID related part [dans cette situation] is a transient type of problem. And so I hope it gets better with time “.