, Apple’s supply chain has returned to January 2020 levels of production. This is important because, during the peak of the COVID-19 pandemic in Asia, many of Apple’s suppliers and contract manufacturers were shut down. Munster says that his analysis is based on the shrinking of iPhone and AirPods lead times. That is the time it takes for to ship an order after it is placed by a consumer. Munster writes, “As of mid-June, Apple’s supply chain and production appear to have returned to levels consistent with early January 2020. We believe this is evidence that Apple’s supply chain is back to …
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