Apple has warned of iPhone supply constraints due to the coronavirus outbreak. And the iPhone is not the only Apple device whose production is being disrupted by the epidemic, as manufacturers are unlikely to start volume production as scheduled in early second-quarter 2020 for a new entry-level version of the AirPods Pro. One of the reasons for the production delays is components shortages. For consumer notebook makers, PCB supply is falling short. The outbreak has also been chilling domestic demand in China, and the local PC DIY market is bracing for a 50% or more plunge in motherboard and graphics cards sales in the first quarter.
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